Regal Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,925
| Closed | -$254K | – | 362 |
|
|
2018
Q3 | $254K | Buy |
+20,925
| New | +$254K | 0.05% | 266 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | – | – | 785 |
|
|
2015
Q3 | $0 | Sell |
25
-475
| -95% | – | ﹤0.01% | 1101 |
|
|
2015
Q2 | $2K | Buy |
500
+475
| +1,900% | +$1.9K | ﹤0.01% | 852 |
|
|
2015
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1033 |
|
|
2014
Q4 | $0 | Sell |
25
-25
| -50% | – | ﹤0.01% | 991 |
|
|
2014
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 973 |
|
|
2014
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 947 |
|
|
2014
Q1 | $0 | Sell |
50
-4,500
| -99% | – | ﹤0.01% | 936 |
|
|
2013
Q4 | $16K | Buy |
4,550
+4,495
| +8,173% | +$15.8K | 0.01% | 511 |
|
|
2013
Q3 | $0 | Hold |
55
| – | – | ﹤0.01% | 951 |
|
|
2013
Q2 | $0 | Buy |
+55
| New | – | ﹤0.01% | 924 |
|