Avalon Capital Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-21,970
| Closed | -$266K | – | 56 |
|
|
2018
Q3 | $266K | Sell |
21,970
-1,720
| -7% | -$20.8K | 0.24% | 41 |
|
|
2018
Q2 | $243K | Hold |
23,690
| – | – | 0.24% | 40 |
|
|
2018
Q1 | $229K | Sell |
23,690
-50,270
| -68% | -$486K | 0.23% | 51 |
|
|
2017
Q4 | $665K | Buy |
+73,960
| New | +$665K | 0.59% | 55 |
|
|
2017
Q3 | – | Sell |
-203,720
| Closed | -$1.56M | – | 113 |
|
|
2017
Q2 | $1.56M | Buy |
+203,720
| New | +$1.56M | 1.15% | 33 |
|