Sendero Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,230
| Closed | -$221K | – | 116 |
|
|
2022
Q3 | $221K | Sell |
17,230
-18,015
| -51% | -$231K | 0.09% | 90 |
|
|
2022
Q2 | $576K | Buy |
35,245
+2,175
| +7% | +$35.5K | 0.55% | 44 |
|
|
2022
Q1 | $679K | Sell |
33,070
-2,725
| -8% | -$56K | 0.31% | 40 |
|
|
2021
Q4 | $905K | Buy |
+35,795
| New | +$905K | 0.4% | 38 |
|