Endurance Wealth Management’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500	Closed	-$10K	–	667
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	495
2020 Q3	$8K	Sell	500 -500	-50%	-$8K	﹤0.01%	505
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	438
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	414
2019 Q4	$14K	Sell	1,000 -250	-20%	-$3.5K	﹤0.01%	396
2019 Q3	$15K	Sell	1,250 -250	-17%	-$3K	﹤0.01%	381
2019 Q2	$16K	Hold	1,500	–	–	﹤0.01%	354
2019 Q1	$13K	Hold	1,500	–	–	﹤0.01%	367
2018 Q4	$14K	Hold	1,500	–	–	﹤0.01%	341
2018 Q3	$18K	Sell	1,500 -445	-23%	-$5.34K	﹤0.01%	351
2018 Q2	$20K	Hold	1,945	–	–	﹤0.01%	347
2018 Q1	$19K	Sell	1,945 -20,000	-91%	-$195K	﹤0.01%	367
2017 Q4	$197K	Buy	21,945 +20,000	+1,028%	+$180K	0.03%	168
2017 Q3	$15K	Hold	1,945	–	–	﹤0.01%	372
2017 Q2	$15K	Hold	1,945	–	–	﹤0.01%	384
2017 Q1	$13K	Hold	1,945	–	–	﹤0.01%	392
2016 Q4	$11K	Hold	1,945	–	–	﹤0.01%	381
2016 Q3	$13K	Buy	+1,945	New	+$13K	﹤0.01%	376