PWAG
Polaris Wealth Advisory Group’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59,164
| Closed | -$6.61M | – | 204 |
|
|
2021
Q1 | $6.61M | Buy |
59,164
+9,334
| +19% | +$1.04M | 0.42% | 75 |
|
|
2020
Q4 | $5.18M | Buy |
49,830
+10,068
| +25% | +$1.05M | 0.39% | 78 |
|
|
2020
Q3 | $2.99M | Buy |
+39,762
| New | +$2.99M | 0.28% | 82 |
|
|
2019
Q1 | – | Sell |
-65,608
| Closed | -$3.17M | – | 172 |
|
|
2018
Q4 | $3.17M | Sell |
65,608
-2,134
| -3% | -$103K | 0.3% | 61 |
|
|
2018
Q3 | $4.11M | Buy |
+67,742
| New | +$4.11M | 0.28% | 69 |
|