D.B. Root & Company’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,070
| Closed | -$205K | – | 163 |
|
|
2022
Q3 | $205K | Buy |
16,070
+1,455
| +10% | +$18.6K | 0.09% | 151 |
|
|
2022
Q2 | $239K | Buy |
14,615
+750
| +5% | +$12.3K | 0.1% | 155 |
|
|
2022
Q1 | $284K | Sell |
13,865
-16,580
| -54% | -$340K | 0.11% | 157 |
|
|
2021
Q4 | $769K | Sell |
30,445
-645
| -2% | -$16.3K | 0.28% | 95 |
|
|
2021
Q3 | $687K | Buy |
31,090
+8,605
| +38% | +$190K | 0.27% | 105 |
|
|
2021
Q2 | $437K | Sell |
22,485
-455
| -2% | -$8.84K | 0.16% | 153 |
|
|
2021
Q1 | $486K | Buy |
22,940
+155
| +0.7% | +$3.28K | 0.19% | 139 |
|
|
2020
Q4 | $460K | Buy |
+22,785
| New | +$460K | 0.18% | 142 |
|
|
2020
Q2 | – | Sell |
-59,875
| Closed | -$708K | – | 202 |
|
|
2020
Q1 | $708K | Sell |
59,875
-875
| -1% | -$10.3K | 0.36% | 76 |
|
|
2019
Q4 | $826K | Sell |
60,750
-300
| -0.5% | -$4.08K | 0.36% | 83 |
|
|
2019
Q3 | $721K | Buy |
+61,050
| New | +$721K | 0.34% | 90 |
|