Harvest Group 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 |
-2,715
| Closed | -$55K | – | 615 |
|
|
2020
Q4 | $55K | Hold |
2,715
| – | – | 0.03% | 103 |
|
|
2020
Q3 | $42K | Hold |
2,715
| – | – | 0.03% | 105 |
|
|
2020
Q2 | $37K | Buy |
2,715
+1,000
| +58% | +$13.6K | 0.03% | 101 |
|
|
2020
Q1 | $20K | Hold |
1,715
| – | – | 0.02% | 137 |
|
|
2019
Q4 | $23K | Hold |
1,715
| – | – | 0.02% | 143 |
|
|
2019
Q3 | $20K | Hold |
1,715
| – | – | 0.02% | 164 |
|
|
2019
Q2 | $17K | Buy |
1,715
+195
| +13% | +$1.93K | 0.02% | 172 |
|
|
2019
Q1 | $13K | Buy |
+1,520
| New | +$13K | 0.01% | 208 |
|