Sigma Planning Corp’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,230
| Closed | -$210K | – | 1398 |
|
2022
Q1 | $210K | Buy |
10,230
+255
| +3% | +$5.24K | 0.01% | 1218 |
|
2021
Q4 | $252K | Buy |
9,975
+220
| +2% | +$5.56K | 0.01% | 1149 |
|
2021
Q3 | $216K | Buy |
+9,755
| New | +$216K | 0.01% | 1214 |
|
2021
Q2 | – | Sell |
-9,920
| Closed | -$210K | – | 1455 |
|
2021
Q1 | $210K | Sell |
9,920
-885
| -8% | -$18.7K | 0.01% | 1164 |
|
2020
Q4 | $219K | Buy |
+10,805
| New | +$219K | 0.01% | 1040 |
|