Financial Architects (New Jersey)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,100
| Closed | -$15K | – | 684 |
|
|
2020
Q2 | $15K | Sell |
1,100
-2,075
| -65% | -$28.3K | ﹤0.01% | 589 |
|
|
2020
Q1 | $38K | Sell |
3,175
-25,825
| -89% | -$309K | 0.01% | 420 |
|
|
2019
Q4 | $394K | Buy |
29,000
+13,350
| +85% | +$181K | 0.09% | 166 |
|
|
2019
Q3 | $185K | Buy |
15,650
+200
| +1% | +$2.36K | 0.04% | 236 |
|
|
2019
Q2 | $162K | Buy |
+15,450
| New | +$162K | 0.03% | 266 |
|
|
2018
Q4 | – | Sell |
-10,975
| Closed | -$133K | – | 1334 |
|
|
2018
Q3 | $133K | Buy |
+10,975
| New | +$133K | 0.02% | 351 |
|