Ropes Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,310
| Closed | -$128K | – | 705 |
|
|
2020
Q4 | $128K | Buy |
6,310
+1,055
| +20% | +$21.4K | 0.02% | 282 |
|
|
2020
Q3 | $81K | Buy |
5,255
+4,320
| +462% | +$66.6K | 0.02% | 292 |
|
|
2020
Q2 | $13K | Hold |
935
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $11K | Buy |
+935
| New | +$11K | ﹤0.01% | 416 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$2K | – | 598 |
|
|
2018
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 548 |
|