Integrated Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-88
| Closed | -$5K | – | 889 |
|
|
2016
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 910 |
|
|
2016
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 971 |
|
|
2016
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 894 |
|
|
2015
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 981 |
|
|
2015
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 1047 |
|
|
2015
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 1015 |
|
|
2015
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 988 |
|