Proficio Capital Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-11,715
| Closed | -$123K | – | 1319 |
|
2019
Q2 | $123K | Buy |
11,715
+655
| +6% | +$6.88K | 0.04% | 187 |
|
2019
Q1 | $93K | Sell |
11,060
-1,045
| -9% | -$8.79K | 0.03% | 208 |
|
2018
Q4 | $117K | Sell |
12,105
-320
| -3% | -$3.09K | 0.05% | 152 |
|
2018
Q3 | $151K | Sell |
12,425
-120
| -1% | -$1.46K | 0.05% | 151 |
|
2018
Q2 | $129K | Buy |
12,545
+5
| +0% | +$51 | 0.05% | 173 |
|
2018
Q1 | $121K | Sell |
12,540
-80
| -0.6% | -$772 | 0.04% | 182 |
|
2017
Q4 | $113K | Sell |
12,620
-95
| -0.7% | -$851 | 0.04% | 194 |
|
2017
Q3 | $95K | Sell |
12,715
-500
| -4% | -$3.74K | 0.04% | 251 |
|
2017
Q2 | $105K | Buy |
13,215
+695
| +6% | +$5.52K | 0.04% | 244 |
|
2017
Q1 | $90K | Buy |
12,520
+7,410
| +145% | +$53.3K | 0.04% | 266 |
|
2016
Q4 | $29K | Buy |
5,110
+180
| +4% | +$1.02K | 0.01% | 366 |
|
2016
Q3 | $33K | Hold |
4,930
| – | – | 0.02% | 341 |
|
2016
Q2 | $30K | Buy |
4,930
+1,685
| +52% | +$10.3K | 0.02% | 362 |
|
2016
Q1 | $17K | Buy |
3,245
+265
| +9% | +$1.39K | 0.01% | 347 |
|
2015
Q4 | $15K | Buy |
+2,980
| New | +$15K | 0.01% | 227 |
|