Avestar Capital’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,630
| Closed | -$201K | – | 434 |
|
|
2023
Q4 | $201K | Sell |
10,630
-2,325
| -18% | -$44K | 0.02% | 336 |
|
|
2023
Q3 | $214K | Sell |
12,955
-10
| -0.1% | -$165 | 0.03% | 291 |
|
|
2023
Q2 | $233K | Buy |
12,965
+480
| +4% | +$8.64K | 0.04% | 260 |
|
|
2023
Q1 | $226K | Buy |
+12,485
| New | +$226K | 0.04% | 256 |
|
|
2019
Q3 | – | Sell |
-585
| Closed | -$4K | – | 735 |
|
|
2019
Q2 | $4K | Buy |
585
+515
| +736% | +$3.52K | ﹤0.01% | 610 |
|
|
2019
Q1 | $0 | Sell |
70
-570
| -89% | – | ﹤0.01% | 979 |
|
|
2018
Q4 | $5K | Sell |
640
-60
| -9% | -$469 | ﹤0.01% | 535 |
|
|
2018
Q3 | $7K | Buy |
700
+60
| +9% | +$600 | ﹤0.01% | 513 |
|
|
2018
Q2 | $5K | Buy |
640
+150
| +31% | +$1.17K | ﹤0.01% | 578 |
|
|
2018
Q1 | $5K | Buy |
+490
| New | +$5K | ﹤0.01% | 543 |
|