Berman Capital Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $66K | Buy |
3,010
+135
| +5% | +$2.96K | 0.01% | 572 |
|
|
2021
Q2 | $55K | Buy |
2,875
+95
| +3% | +$1.82K | 0.01% | 535 |
|
|
2021
Q1 | $58K | Hold |
2,780
| – | – | 0.01% | 432 |
|
|
2020
Q4 | $56K | Buy |
2,780
+5
| +0.2% | +$101 | 0.01% | 384 |
|
|
2020
Q3 | $42K | Sell |
2,775
-510
| -16% | -$7.72K | 0.01% | 391 |
|
|
2020
Q2 | $45K | Buy |
3,285
+1,025
| +45% | +$14K | 0.01% | 348 |
|
|
2020
Q1 | $26K | Buy |
2,260
+255
| +13% | +$2.93K | 0.01% | 433 |
|
|
2019
Q4 | $27K | Buy |
2,005
+5
| +0.3% | +$67 | 0.01% | 457 |
|
|
2019
Q3 | $23K | Buy |
2,000
+570
| +40% | +$6.56K | 0.01% | 476 |
|
|
2019
Q2 | $14K | Buy |
1,430
+670
| +88% | +$6.56K | ﹤0.01% | 624 |
|
|
2019
Q1 | $6K | Sell |
760
-140
| -16% | -$1.11K | ﹤0.01% | 828 |
|
|
2018
Q4 | $8K | Buy |
+900
| New | +$8K | ﹤0.01% | 571 |
|