Perigon Wealth Management’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-7,873
| Closed | -$277K | – | 552 |
|
2021
Q2 | $277K | Sell |
7,873
-1,108
| -12% | -$39K | 0.02% | 421 |
|
2021
Q1 | $337K | Sell |
8,981
-8,047
| -47% | -$302K | 0.03% | 363 |
|
2020
Q4 | $398K | Buy |
17,028
+2,299
| +16% | +$53.7K | 0.05% | 285 |
|
2020
Q3 | $224K | Buy |
14,729
+1,464
| +11% | +$22.3K | 0.03% | 348 |
|
2020
Q2 | $194K | Buy |
+13,265
| New | +$194K | 0.03% | 334 |
|