Liberty Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,370
| Closed | -$236 | – | 181 |
|
|
2021
Q4 | $236 | Sell |
9,370
-1,690
| -15% | -$43 | 0.01% | 143 |
|
|
2021
Q3 | $248K | Buy |
11,060
+3,390
| +44% | +$76K | 0.09% | 138 |
|
|
2021
Q2 | $149K | Buy |
7,670
+5
| +0.1% | +$97 | 0.06% | 163 |
|
|
2021
Q1 | $151K | Hold |
7,665
| – | – | 0.07% | 134 |
|
|
2020
Q4 | $151K | Buy |
7,665
+60
| +0.8% | +$1.18K | 0.07% | 133 |
|
|
2020
Q3 | $117K | Sell |
7,605
-520
| -6% | -$8K | 0.07% | 148 |
|
|
2020
Q2 | $112K | Sell |
8,125
-345
| -4% | -$4.76K | 0.08% | 137 |
|
|
2020
Q1 | $100K | Sell |
8,470
-535
| -6% | -$6.32K | 0.09% | 142 |
|
|
2019
Q4 | $122K | Buy |
9,005
+15
| +0.2% | +$203 | 0.1% | 140 |
|
|
2019
Q3 | $106K | Buy |
8,990
+1,420
| +19% | +$16.7K | 0.1% | 142 |
|
|
2019
Q2 | $79K | Buy |
7,570
+25
| +0.3% | +$261 | 0.07% | 193 |
|
|
2019
Q1 | $63K | Hold |
7,545
| – | – | 0.05% | 178 |
|
|
2018
Q4 | $72K | Buy |
+7,545
| New | +$72K | 0.05% | 159 |
|