Brandywine Oak Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,635
| Closed | -$294K | – | 251 |
|
|
2019
Q4 | $294K | Sell |
21,635
-675
| -3% | -$9.17K | 0.05% | 183 |
|
|
2019
Q3 | $263K | Buy |
22,310
+1,100
| +5% | +$13K | 0.05% | 189 |
|
|
2019
Q2 | $222K | Buy |
+21,210
| New | +$222K | 0.04% | 204 |
|
|
2019
Q1 | – | Sell |
-23,880
| Closed | -$231K | – | 563 |
|
|
2018
Q4 | $231K | Buy |
+23,880
| New | +$231K | 0.05% | 182 |
|