BDO Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $18.4K | Buy |
+1,020
| New | +$18.4K | ﹤0.01% | 588 |
|
2019
Q3 | – | Sell |
-470
| Closed | -$5K | – | 651 |
|
2019
Q2 | $5K | Hold |
470
| – | – | ﹤0.01% | 501 |
|
2019
Q1 | $4K | Hold |
470
| – | – | ﹤0.01% | 513 |
|
2018
Q4 | $5K | Hold |
470
| – | – | ﹤0.01% | 450 |
|
2018
Q3 | $6K | Hold |
470
| – | – | ﹤0.01% | 493 |
|
2018
Q2 | $5K | Buy |
+470
| New | +$5K | ﹤0.01% | 510 |
|
2018
Q1 | – | Sell |
-90
| Closed | -$1K | – | 614 |
|
2017
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 471 |
|
2017
Q3 | – | Sell |
-10,000
| Closed | -$76K | – | 533 |
|
2017
Q2 | $76K | Buy |
+10,000
| New | +$76K | 0.03% | 195 |
|