Focused 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
Q1 | – | Sell |
-50
| Closed | -$955 | – | 804 |
|
|
2023
Q4 | $955 | Hold |
50
| – | – | ﹤0.01% | 836 |
|
|
2023
Q3 | $831 | Hold |
50
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $908 | Hold |
50
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $912 | Hold |
50
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $768 | Hold |
50
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 830 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 884 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 882 |
|
|
2021
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 874 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 719 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 722 |
|