Lumature Wealth Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-320
| Closed | -$4.88K | – | 417 |
|
|
2022
Q4 | $4.88K | Sell |
320
-45
| -12% | -$687 | ﹤0.01% | 342 |
|
|
2022
Q3 | $5K | Sell |
365
-35
| -9% | -$479 | ﹤0.01% | 350 |
|
|
2022
Q2 | $7K | Sell |
400
-3,260
| -89% | -$57.1K | ﹤0.01% | 343 |
|
|
2022
Q1 | $75K | Sell |
3,660
-1,105
| -23% | -$22.6K | 0.03% | 232 |
|
|
2021
Q4 | $120K | Sell |
4,765
-525
| -10% | -$13.2K | 0.05% | 167 |
|
|
2021
Q3 | $117K | Sell |
5,290
-465
| -8% | -$10.3K | 0.05% | 169 |
|
|
2021
Q2 | $112K | Sell |
5,755
-25
| -0.4% | -$487 | 0.05% | 173 |
|
|
2021
Q1 | $123K | Sell |
5,780
-19,065
| -77% | -$406K | 0.06% | 155 |
|
|
2020
Q4 | $502K | Buy |
+24,845
| New | +$502K | 0.48% | 64 |
|