BBA
Braun-Bostich & Associates’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,936
| Closed | -$101K | – | 268 |
|
|
2019
Q2 | $101K | Sell |
1,936
-438
| -18% | -$22.9K | 0.11% | 138 |
|
|
2019
Q1 | $100K | Hold |
2,374
| – | – | 0.1% | 158 |
|
|
2018
Q4 | $115K | Hold |
2,374
| – | – | 0.12% | 127 |
|
|
2018
Q3 | $144K | Hold |
2,374
| – | – | 0.14% | 112 |
|
|
2018
Q2 | $122K | Hold |
2,374
| – | – | 0.12% | 115 |
|
|
2018
Q1 | $115K | Hold |
2,374
| – | – | 0.1% | 122 |
|
|
2017
Q4 | $107K | Buy |
+2,374
| New | +$107K | 0.09% | 133 |
|