Janiczek Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.65K | Sell |
215
-525
| -71% | -$8.92K | ﹤0.01% | 778 |
|
|
2024
Q1 | $12.7K | Hold |
740
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $14K | Sell |
740
-65
| -8% | -$1.23K | ﹤0.01% | 607 |
|
|
2023
Q3 | $13.3K | Buy |
805
+85
| +12% | +$1.4K | ﹤0.01% | 583 |
|
|
2023
Q2 | $13K | Hold |
720
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $13.1K | Buy |
720
+525
| +269% | +$9.54K | ﹤0.01% | 522 |
|
|
2022
Q4 | $3.36K | Sell |
195
-210
| -52% | -$3.62K | ﹤0.01% | 713 |
|
|
2022
Q3 | $5K | Buy |
+405
| New | +$5K | ﹤0.01% | 667 |
|
|
2022
Q2 | – | Sell |
-1,160
| Closed | -$24K | – | 1062 |
|
|
2022
Q1 | $24K | Buy |
1,160
+130
| +13% | +$2.69K | 0.01% | 421 |
|
|
2021
Q4 | $26K | Buy |
1,030
+60
| +6% | +$1.52K | 0.01% | 440 |
|
|
2021
Q3 | $21K | Buy |
970
+100
| +11% | +$2.17K | 0.01% | 451 |
|
|
2021
Q2 | $17K | Sell |
870
-1,410
| -62% | -$27.6K | 0.01% | 465 |
|
|
2021
Q1 | $48K | Buy |
2,280
+710
| +45% | +$14.9K | 0.02% | 237 |
|
|
2020
Q4 | $32K | Buy |
+1,570
| New | +$32K | 0.02% | 272 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$1K | – | 194 |
|
|
2019
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 181 |
|
|
2019
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 156 |
|
|
2018
Q4 | $1K | Sell |
90
-135
| -60% | -$1.5K | ﹤0.01% | 159 |
|
|
2018
Q3 | $3K | Buy |
225
+185
| +463% | +$2.47K | ﹤0.01% | 117 |
|
|
2018
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 173 |
|