Simplicity Solutions’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $884K | Buy |
46,705
+18,065
| +63% | +$342K | 0.02% | 475 |
|
|
2023
Q3 | $472K | Sell |
28,640
-430
| -1% | -$7.09K | 0.02% | 616 |
|
|
2023
Q2 | $523K | Buy |
29,070
+645
| +2% | +$11.6K | 0.01% | 648 |
|
|
2023
Q1 | $515K | Buy |
28,425
+14,170
| +99% | +$257K | 0.01% | 686 |
|
|
2022
Q4 | $217K | Buy |
+14,255
| New | +$217K | 0.03% | 595 |
|
|
2020
Q1 | – | Sell |
-31,825
| Closed | -$433K | – | 885 |
|
|
2019
Q4 | $433K | Buy |
31,825
+9,195
| +41% | +$125K | 0.01% | 579 |
|
|
2019
Q3 | $268K | Sell |
22,630
-1,105
| -5% | -$13.1K | 0.01% | 583 |
|
|
2019
Q2 | $249K | Buy |
+23,735
| New | +$249K | 0.01% | 560 |
|
|
2018
Q4 | – | Sell |
-22,730
| Closed | -$276K | – | 771 |
|
|
2018
Q3 | $276K | Sell |
22,730
-1,290
| -5% | -$15.7K | 0.02% | 412 |
|
|
2018
Q2 | $247K | Buy |
+24,020
| New | +$247K | 0.02% | 419 |
|