Insight Wealth Strategies’s Sonos SONO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-29,391
Closed -$530K 152
2022
Q3
$530K Hold
29,391
0.1% 111
2022
Q2
$530K Sell
29,391
-1,427
-5% -$25.7K 0.1% 111
2022
Q1
$870K Buy
30,818
+2,071
+7% +$58.5K 0.13% 109
2021
Q4
$857K Buy
28,747
+2,055
+8% +$61.3K 0.12% 110
2021
Q3
$864K Buy
26,692
+492
+2% +$15.9K 0.12% 116
2021
Q2
$923K Sell
26,200
-19,405
-43% -$684K 0.13% 105
2021
Q1
$1.71M Sell
45,605
-474
-1% -$17.8K 0.23% 64
2020
Q4
$1.08M Buy
+46,079
New +$1.08M 0.18% 69