Security National Trust’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$97K | – | 383 |
|
|
2018
Q4 | $97K | Hold |
10,000
| – | – | 0.04% | 196 |
|
|
2018
Q3 | $121K | Hold |
10,000
| – | – | 0.04% | 197 |
|
|
2018
Q2 | $103K | Hold |
10,000
| – | – | 0.03% | 213 |
|
|
2018
Q1 | $97K | Hold |
10,000
| – | – | 0.03% | 219 |
|
|
2017
Q4 | $90K | Hold |
10,000
| – | – | 0.03% | 231 |
|
|
2017
Q3 | $75K | Hold |
10,000
| – | – | 0.02% | 244 |
|
|
2017
Q2 | $76K | Hold |
10,000
| – | – | 0.03% | 249 |
|
|
2017
Q1 | $67K | Hold |
10,000
| – | – | 0.02% | 253 |
|
|
2016
Q4 | $56K | Hold |
10,000
| – | – | 0.02% | 259 |
|
|
2016
Q3 | $66K | Hold |
10,000
| – | – | 0.02% | 253 |
|
|
2016
Q2 | $59K | Hold |
10,000
| – | – | 0.02% | 255 |
|
|
2016
Q1 | $51K | Hold |
10,000
| – | – | 0.02% | 265 |
|
|
2015
Q4 | $49K | Hold |
10,000
| – | – | 0.02% | 263 |
|
|
2015
Q3 | $49K | Hold |
10,000
| – | – | 0.02% | 275 |
|
|
2015
Q2 | $57K | Hold |
10,000
| – | – | 0.02% | 267 |
|
|
2015
Q1 | $54K | Buy |
+10,000
| New | +$54K | 0.02% | 279 |
|
|
2014
Q3 | – | Sell |
-720
| Closed | -$2K | – | 543 |
|
|
2014
Q2 | $2K | Hold |
720
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $3K | Hold |
720
| – | – | ﹤0.01% | 494 |
|
|
2013
Q4 | $2K | Hold |
720
| – | – | ﹤0.01% | 504 |
|
|
2013
Q3 | $3K | Hold |
720
| – | – | ﹤0.01% | 473 |
|
|
2013
Q2 | $3K | Buy |
+720
| New | +$3K | ﹤0.01% | 464 |
|