Lake Street Private Wealth’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,346
| Closed | -$192K | – | 297 |
|
2022
Q4 | $192K | Sell |
11,346
-1,346
| -11% | -$22.7K | 0.04% | 265 |
|
2022
Q3 | $176K | Sell |
12,692
-1,540
| -11% | -$21.4K | 0.04% | 263 |
|
2022
Q2 | $257K | Hold |
14,232
| – | – | 0.05% | 244 |
|
2022
Q1 | $402K | Sell |
14,232
-750
| -5% | -$21.2K | 0.07% | 211 |
|
2021
Q4 | $446K | Buy |
+14,982
| New | +$446K | 0.08% | 211 |
|