B. Riley Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-500
| Closed | -$2K | – | 653 |
|
|
2015
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 963 |
|
|
2015
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 972 |
|
|
2014
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 947 |
|
|
2014
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 1037 |
|
|
2014
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 1080 |
|
|
2014
Q1 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 1010 |
|