Bartlett & Co’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-40
| Closed | -$1K | – | 1249 |
|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1248 |
|
|
2021
Q3 | – | Sell |
-350
| Closed | -$7K | – | 1058 |
|
|
2021
Q2 | $7K | Sell |
350
-4,050
| -92% | -$81K | ﹤0.01% | 728 |
|
|
2021
Q1 | $93K | Hold |
4,400
| – | – | ﹤0.01% | 432 |
|
|
2020
Q4 | $89K | Sell |
4,400
-600
| -12% | -$12.1K | ﹤0.01% | 431 |
|
|
2020
Q3 | $77K | Hold |
5,000
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $69K | Hold |
5,000
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $59K | Buy |
+5,000
| New | +$59K | ﹤0.01% | 430 |
|
|
2019
Q3 | $59K | Sell |
5,000
-2,925
| -37% | -$34.5K | ﹤0.01% | 500 |
|
|
2019
Q2 | $83K | Hold |
7,925
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $67K | Hold |
7,925
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $77K | Hold |
7,925
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $96K | Hold |
7,925
| – | – | ﹤0.01% | 326 |
|
|
2018
Q2 | $81K | Sell |
7,925
-3,040
| -28% | -$31.1K | ﹤0.01% | 354 |
|
|
2018
Q1 | $106K | Buy |
+10,965
| New | +$106K | ﹤0.01% | 316 |
|