Navellier & Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-248,880
| Closed | -$2.41M | – | 337 |
|
|
2018
Q1 | $2.41M | Buy |
248,880
+114,925
| +86% | +$1.11M | 0.36% | 84 |
|
|
2017
Q4 | $1.2M | Buy |
+133,955
| New | +$1.2M | 0.23% | 119 |
|
|
2016
Q2 | – | Sell |
-540
| Closed | -$3K | – | 277 |
|
|
2016
Q1 | $3K | Buy |
+540
| New | +$3K | ﹤0.01% | 236 |
|
|
2015
Q4 | – | Sell |
-6,235
| Closed | -$31K | – | 300 |
|
|
2015
Q3 | $31K | Sell |
6,235
-44,125
| -88% | -$219K | ﹤0.01% | 270 |
|
|
2015
Q2 | $286K | Buy |
50,360
+4,420
| +10% | +$25.1K | 0.03% | 291 |
|
|
2015
Q1 | $246K | Buy |
+45,940
| New | +$246K | 0.02% | 305 |
|
|
2014
Q2 | – | Sell |
-116,375
| Closed | -$445K | – | 354 |
|
|
2014
Q1 | $445K | Sell |
116,375
-2,285
| -2% | -$8.74K | 0.02% | 197 |
|
|
2013
Q4 | $410K | Buy |
118,660
+14,295
| +14% | +$49.4K | 0.02% | 211 |
|
|
2013
Q3 | $449K | Buy |
104,365
+43,520
| +72% | +$187K | 0.01% | 179 |
|
|
2013
Q2 | $258K | Buy |
+60,845
| New | +$258K | 0.01% | 230 |
|