Kore Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,695
| Closed | -$369K | – | 438 |
|
|
2021
Q3 | $369K | Buy |
16,695
+2,295
| +16% | +$50.7K | 0.04% | 290 |
|
|
2021
Q2 | $280K | Buy |
14,400
+1,985
| +16% | +$38.6K | 0.03% | 330 |
|
|
2021
Q1 | $263K | Buy |
12,415
+2,460
| +25% | +$52.1K | 0.04% | 302 |
|
|
2020
Q4 | $201K | Buy |
+9,955
| New | +$201K | 0.03% | 312 |
|
|
2020
Q3 | – | Sell |
-7,860
| Closed | -$108K | – | 957 |
|
|
2020
Q2 | $108K | Buy |
7,860
+415
| +6% | +$5.7K | 0.02% | 324 |
|
|
2020
Q1 | $88K | Buy |
7,445
+1,235
| +20% | +$14.6K | 0.02% | 329 |
|
|
2019
Q4 | $84K | Buy |
+6,210
| New | +$84K | 0.02% | 399 |
|
|
2019
Q2 | – | Sell |
-5,075
| Closed | -$43K | – | 698 |
|
|
2019
Q1 | $43K | Hold |
5,075
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $49K | Buy |
+5,075
| New | +$49K | 0.01% | 376 |
|