Peddock Capital Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,710
| Closed | -$55K | – | 271 |
|
|
2020
Q4 | $55K | Buy |
+2,710
| New | +$55K | 0.03% | 163 |
|
|
2020
Q1 | – | Sell |
-1,760
| Closed | -$24K | – | 216 |
|
|
2019
Q4 | $24K | Buy |
+1,760
| New | +$24K | 0.01% | 194 |
|
|
2019
Q2 | – | Sell |
-1,535
| Closed | -$13K | – | 213 |
|
|
2019
Q1 | $13K | Buy |
1,535
+535
| +54% | +$4.53K | 0.01% | 210 |
|
|
2018
Q4 | $10K | Hold |
1,000
| – | – | 0.01% | 220 |
|
|
2018
Q3 | $12K | Hold |
1,000
| – | – | 0.01% | 222 |
|
|
2018
Q2 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 224 |
|