Blueprint Investment Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-29,415
| Closed | -$533K | – | 224 |
|
2023
Q1 | $533K | Buy |
29,415
+15,490
| +111% | +$281K | 0.12% | 114 |
|
2022
Q4 | $212K | Buy |
+13,925
| New | +$212K | 0.05% | 216 |
|
2022
Q1 | – | Sell |
-6,875
| Closed | -$174K | – | 247 |
|
2021
Q4 | $174K | Buy |
6,875
+2,315
| +51% | +$58.5K | 0.04% | 196 |
|
2021
Q3 | $101K | Buy |
+4,560
| New | +$101K | 0.05% | 179 |
|