Sage Private Wealth Group’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,175
| Closed | -$72K | – | 160 |
|
|
2022
Q3 | $72K | Hold |
5,175
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $93K | Buy |
5,175
+506
| +11% | +$9.09K | 0.13% | 68 |
|
|
2022
Q1 | $132K | Buy |
4,669
+907
| +24% | +$25.6K | 0.13% | 65 |
|
|
2021
Q4 | $112K | Buy |
3,762
+662
| +21% | +$19.7K | 0.14% | 62 |
|
|
2021
Q3 | $100K | Hold |
3,100
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $109K | Buy |
3,100
+449
| +17% | +$15.8K | 0.15% | 62 |
|
|
2021
Q1 | $99K | Buy |
+2,651
| New | +$99K | 0.17% | 67 |
|