Chesapeake Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-42,320
| Closed | -$692K | – | 169 |
|
|
2022
Q2 | $692K | Buy |
42,320
+4,705
| +13% | +$76.9K | 0.3% | 85 |
|
|
2022
Q1 | $773K | Buy |
37,615
+2,700
| +8% | +$55.5K | 0.28% | 90 |
|
|
2021
Q4 | $883K | Buy |
34,915
+780
| +2% | +$19.7K | 0.3% | 84 |
|
|
2021
Q3 | $754K | Sell |
34,135
-470
| -1% | -$10.4K | 0.27% | 93 |
|
|
2021
Q2 | $672K | Buy |
34,605
+1,505
| +5% | +$29.2K | 0.22% | 106 |
|
|
2021
Q1 | $702K | Buy |
+33,100
| New | +$702K | 0.23% | 99 |
|