Rockefeller Financial Services’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	$2.93M	Buy	326,370 +176,285	+117%	+$1.58M	0.05%	162
2017 Q3	$1.12M	Buy	150,085 +290	+0.2%	+$2.17K	0.02%	199
2017 Q2	$1.14M	Buy	+149,795	New	+$1.14M	0.02%	177
2016 Q2	–	Sell	-1,975	Closed	-$10K	–	571
2016 Q1	$10K	Buy	+1,975	New	+$10K	﹤0.01%	526