Morse Asset Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70,970
| Closed | -$1.28M | – | 144 |
|
|
2023
Q2 | $1.28M | Buy |
70,970
+34,190
| +93% | +$616K | 0.39% | 69 |
|
|
2023
Q1 | $667K | Buy |
+36,780
| New | +$667K | 0.23% | 95 |
|
|
2022
Q1 | – | Sell |
-19,800
| Closed | -$501K | – | 183 |
|
|
2021
Q4 | $501K | Buy |
+19,800
| New | +$501K | 0.11% | 119 |
|