Kathleen S. Wright Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-360
| Closed | -$6.17K | – | 243 |
|
|
2024
Q1 | $6.17K | Hold |
360
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $6.82K | Hold |
360
| – | – | ﹤0.01% | 171 |
|
|
2023
Q3 | $5.93K | Hold |
360
| – | – | ﹤0.01% | 163 |
|
|
2023
Q2 | $6.48K | Hold |
360
| – | – | ﹤0.01% | 143 |
|
|
2023
Q1 | $6.53K | Hold |
360
| – | – | ﹤0.01% | 140 |
|
|
2022
Q4 | $5K | Hold |
360
| – | – | ﹤0.01% | 180 |
|
|
2022
Q3 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 161 |
|