Haverford Trust Company’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,000
| Closed | -$531K | – | 369 |
|
|
2021
Q4 | $531K | Buy |
21,000
+1,000
| +5% | +$25.3K | 0.01% | 251 |
|
|
2021
Q3 | $442K | Hold |
20,000
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $389K | Hold |
20,000
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $424K | Buy |
20,000
+10,000
| +100% | +$212K | 0.01% | 242 |
|
|
2020
Q4 | $202K | Buy |
+10,000
| New | +$202K | ﹤0.01% | 294 |
|