One Wealth Advisors’s Sonic Corp SONC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,757
| Closed | -$76K | – | 570 |
|
|
2018
Q3 | $76K | Sell |
1,757
-88
| -5% | -$3.81K | 0.06% | 222 |
|
|
2018
Q2 | $64K | Hold |
1,845
| – | – | 0.05% | 248 |
|
|
2018
Q1 | $47K | Sell |
1,845
-75
| -4% | -$1.91K | 0.04% | 252 |
|
|
2017
Q4 | $53K | Buy |
+1,920
| New | +$53K | 0.04% | 271 |
|