Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-45,000
Closed -$532K 78
2019
Q3
$532K Hold
45,000
0.04% 52
2019
Q2
$474K Sell
45,000
-5,000
-10% -$49.1K 0.04% 55
2019
Q1
$422K Hold
50,000
0.03% 60
2018
Q4
$483K Hold
50,000
0.04% 55
2018
Q3
$595K Hold
50,000
0.04% 55
2018
Q2
$517K Hold
50,000
0.04% 54
2018
Q1
$481K Hold
50,000
0.04% 54
2017
Q4
$450K Hold
50,000
0.04% 54
2017
Q3
$365K Hold
50,000
0.03% 60
2017
Q2
$383K Hold
50,000
0.03% 60
2017
Q1
$335K Hold
50,000
0.03% 64
2016
Q4
$280K Hold
50,000
0.03% 68
2016
Q3
$332K Hold
50,000
0.03% 62
2016
Q2
$294K Hold
50,000
0.03% 66
2016
Q1
$258K Hold
50,000
0.03% 69
2015
Q4
$246K Hold
50,000
0.03% 64
2015
Q3
$245K Hold
50,000
0.03% 61
2015
Q2
$284K Hold
50,000
0.03% 62
2015
Q1
$268K Hold
50,000
0.03% 61
2014
Q4
$205K Hold
50,000
0.02% 66
2014
Q3
$180K Hold
50,000
0.02% 64
2014
Q2
$168K Hold
50,000
0.02% 66
2014
Q1
$191K Hold
50,000
0.03% 64
2013
Q4
$173K Sell
50,000
-50,000
-50% -$185K 0.03% 61
2013
Q3
$430K Sell
100,000
-50,000
-33% -$212K 0.07% 53
2013
Q2
$636K Buy
+150,000
New +$563K 0.12% 48

Other funds holding SONY