Compass Wealth Management’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$9.66K	–	403
2024 Q3	$9.66K	Sell	500 -2,375	-83%	-$45.9K	﹤0.01%	351
2024 Q2	$48.8K	Sell	2,875 -1,625	-36%	-$27.6K	0.01%	246
2024 Q1	$77.2K	Buy	+4,500	New	+$77.2K	0.02%	212