Chicago Partners Investment Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,900
| Closed | -$121K | – | 825 |
|
|
2018
Q3 | $121K | Hold |
11,900
| – | – | 0.02% | 377 |
|
|
2018
Q2 | $122K | Buy |
11,900
+4,475
| +60% | +$45.9K | 0.02% | 355 |
|
|
2018
Q1 | $72K | Sell |
7,425
-575
| -7% | -$5.58K | 0.01% | 402 |
|
|
2017
Q4 | $72K | Sell |
8,000
-225
| -3% | -$2.03K | 0.01% | 406 |
|
|
2017
Q3 | $61K | Sell |
8,225
-9,755
| -54% | -$72.3K | 0.01% | 406 |
|
|
2017
Q2 | $119K | Buy |
+17,980
| New | +$119K | 0.03% | 259 |
|