LJAC
L.J. Altfest & Co’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,408
| Closed | -$279K | – | 278 |
|
|
2022
Q2 | $279K | Sell |
3,408
-15
| -0.4% | -$1.23K | 0.05% | 209 |
|
|
2022
Q1 | $352K | Buy |
3,423
+71
| +2% | +$7.3K | 0.06% | 190 |
|
|
2021
Q4 | $424K | Buy |
3,352
+9
| +0.3% | +$1.14K | 0.08% | 170 |
|
|
2021
Q3 | $370K | Buy |
3,343
+752
| +29% | +$83.2K | 0.08% | 178 |
|
|
2021
Q2 | $252K | Buy |
+2,591
| New | +$252K | 0.05% | 229 |
|