Burns Matteson Capital Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,465
| Closed | -$214K | – | 150 |
|
|
2021
Q4 | $214K | Buy |
+8,465
| New | +$214K | 0.15% | 119 |
|
|
2021
Q3 | – | Sell |
-12,635
| Closed | -$246K | – | 163 |
|
|
2021
Q2 | $246K | Sell |
12,635
-2,445
| -16% | -$47.5K | 0.19% | 113 |
|
|
2021
Q1 | $320K | Buy |
15,080
+1,755
| +13% | +$37.2K | 0.31% | 55 |
|
|
2020
Q4 | $269K | Buy |
+13,325
| New | +$269K | 0.3% | 54 |
|