Mid Atlantic Financial Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $921K | Buy |
41,630
+1,740
| +4% | +$38.5K | 0.06% | 278 |
|
|
2021
Q2 | $776K | Sell |
39,890
-90
| -0.2% | -$1.75K | 0.05% | 326 |
|
|
2021
Q1 | $848K | Sell |
39,980
-5,570
| -12% | -$118K | 0.06% | 282 |
|
|
2020
Q4 | $921K | Buy |
45,550
+3,245
| +8% | +$65.6K | 0.07% | 246 |
|
|
2020
Q3 | $733K | Buy |
42,305
+21,105
| +100% | +$366K | 0.06% | 270 |
|
|
2020
Q2 | $293K | Sell |
21,200
-8,685
| -29% | -$120K | 0.03% | 486 |
|
|
2020
Q1 | $354K | Buy |
29,885
+8,025
| +37% | +$95.1K | 0.04% | 389 |
|
|
2019
Q4 | $297K | Buy |
21,860
+10
| +0% | +$136 | 0.03% | 529 |
|
|
2019
Q3 | $258K | Buy |
+21,850
| New | +$258K | 0.03% | 553 |
|