Loveless 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
Q2 | $583K | Hold |
35,625
| – | – | 0.38% | 80 |
|
|
2022
Q1 | $732K | Buy |
35,625
+450
| +1% | +$9.25K | 0.41% | 77 |
|
|
2021
Q4 | $889K | Sell |
35,175
-175
| -0.5% | -$4.42K | 0.49% | 66 |
|
|
2021
Q3 | $782K | Buy |
35,350
+2,020
| +6% | +$44.7K | 0.48% | 68 |
|
|
2021
Q2 | $648K | Buy |
33,330
+1,125
| +3% | +$21.9K | 0.39% | 78 |
|
|
2021
Q1 | $683K | Buy |
32,205
+450
| +1% | +$9.54K | 0.45% | 70 |
|
|
2020
Q4 | $642K | Sell |
31,755
-25
| -0.1% | -$505 | 0.47% | 67 |
|
|
2020
Q3 | $488K | Buy |
31,780
+6,260
| +25% | +$96.1K | 0.41% | 72 |
|
|
2020
Q2 | $353K | Buy |
25,520
+1,775
| +7% | +$24.6K | 0.33% | 80 |
|
|
2020
Q1 | $281K | Buy |
23,745
+7,425
| +45% | +$87.9K | 0.33% | 77 |
|
|
2019
Q4 | $222K | Buy |
+16,320
| New | +$222K | 0.19% | 111 |
|