GoalVest Advisory’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,450	Closed	-$23.9K	–	477
2023 Q3	$23.9K	Buy	1,450 +40	+3%	+$659	0.01%	202
2023 Q2	$25.4K	Buy	+1,410	New	+$25.4K	0.01%	179