Financial Synergies Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$858 | – | 410 |
|
|
2024
Q1 | $858 | Buy |
+50
| New | +$858 | ﹤0.01% | 421 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$1.08K | – | 520 |
|
|
2023
Q2 | $1.08K | Buy |
+60
| New | +$1.08K | ﹤0.01% | 364 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$1.96K | – | 514 |
|
|
2022
Q2 | $1.96K | Buy |
+120
| New | +$1.96K | ﹤0.01% | 235 |
|