Realta Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-42,535
| Closed | -$588K | – | 366 |
|
2020
Q2 | $588K | Sell |
42,535
-145
| -0.3% | -$2K | 0.19% | 130 |
|
2020
Q1 | $505K | Sell |
42,680
-255
| -0.6% | -$3.02K | 0.22% | 133 |
|
2019
Q4 | $547K | Buy |
42,935
+150
| +0.4% | +$1.91K | 0.15% | 173 |
|
2019
Q3 | $508K | Sell |
42,785
-930
| -2% | -$11K | 0.14% | 173 |
|
2019
Q2 | $457K | Sell |
43,715
-10,540
| -19% | -$110K | 0.13% | 183 |
|
2019
Q1 | $457K | Buy |
+54,255
| New | +$457K | 0.21% | 143 |
|