Atlas Private Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$11K | – | 623 |
|
|
2021
Q3 | $11K | Hold |
500
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $10K | Sell |
500
-25
| -5% | -$500 | 0.01% | 474 |
|
|
2021
Q1 | $11K | Sell |
525
-250
| -32% | -$5.24K | 0.01% | 486 |
|
|
2020
Q4 | $16K | Buy |
775
+25
| +3% | +$516 | 0.01% | 367 |
|
|
2020
Q3 | $12K | Hold |
750
| – | – | 0.01% | 371 |
|
|
2020
Q2 | $10K | Buy |
+750
| New | +$10K | 0.01% | 408 |
|