Kalos Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,900
| Closed | -$380K | – | 316 |
|
|
2020
Q4 | $380K | Sell |
16,900
-12,750
| -43% | -$287K | 0.16% | 159 |
|
|
2020
Q3 | $509K | Hold |
29,650
| – | – | 0.23% | 128 |
|
|
2020
Q2 | $470K | Hold |
29,650
| – | – | 0.2% | 123 |
|
|
2020
Q1 | $391K | Hold |
29,650
| – | – | 0.17% | 130 |
|
|
2019
Q4 | $403K | Hold |
29,650
| – | – | 0.15% | 139 |
|
|
2019
Q3 | $350K | Buy |
+29,650
| New | +$350K | 0.14% | 138 |
|
|
2016
Q1 | – | Hold |
0
| – | -$2K | – | 444 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 580 |
|