Holistic Financial Partners’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,451
| Closed | -$210K | – | 114 |
|
|
2022
Q1 | $210K | Hold |
7,451
| – | – | 0.13% | 104 |
|
|
2021
Q4 | $222K | Hold |
7,451
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $241K | Sell |
7,451
-3,024
| -29% | -$97.8K | 0.15% | 93 |
|
|
2021
Q2 | $369K | Hold |
10,475
| – | – | 0.22% | 65 |
|
|
2021
Q1 | $392K | Hold |
10,475
| – | – | 0.26% | 54 |
|
|
2020
Q4 | $245K | Hold |
10,475
| – | – | 0.17% | 86 |
|
|
2020
Q3 | $159K | Buy |
+10,475
| New | +$159K | 0.13% | 86 |
|