Lenox Wealth Advisors’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 |
-1,000
| Closed | -$20K | – | 752 |
|
|
2020
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $14K | Sell |
1,000
-1,085
| -52% | -$15.2K | ﹤0.01% | 381 |
|
|
2019
Q3 | $25K | Hold |
2,085
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $22K | Hold |
2,085
| – | – | ﹤0.01% | 218 |
|
|
2019
Q1 | $18K | Hold |
2,085
| – | – | ﹤0.01% | 215 |
|
|
2018
Q4 | $20K | Hold |
2,085
| – | – | ﹤0.01% | 196 |
|
|
2018
Q3 | $25K | Hold |
2,085
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $21K | Hold |
2,085
| – | – | ﹤0.01% | 250 |
|
|
2018
Q1 | $20K | Hold |
2,085
| – | – | ﹤0.01% | 274 |
|
|
2017
Q4 | $19K | Buy |
+2,085
| New | +$19K | 0.01% | 139 |
|
|
2014
Q1 | – | Sell |
-750
| Closed | -$3K | – | 313 |
|
|
2013
Q4 | $3K | Hold |
750
| – | – | ﹤0.01% | 276 |
|
|
2013
Q3 | $3K | Buy |
+750
| New | +$3K | ﹤0.01% | 212 |
|