Squar Milner Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,070
| Closed | -$83K | – | 647 |
|
|
2020
Q1 | $83K | Sell |
7,070
-310
| -4% | -$3.64K | 0.05% | 302 |
|
|
2019
Q4 | $100K | Buy |
+7,380
| New | +$100K | 0.05% | 325 |
|
|
2019
Q3 | – | Sell |
-5,425
| Closed | -$57K | – | 633 |
|
|
2019
Q2 | $57K | Hold |
5,425
| – | – | 0.04% | 337 |
|
|
2019
Q1 | $45K | Hold |
5,425
| – | – | 0.03% | 330 |
|
|
2018
Q4 | $52K | Sell |
5,425
-335
| -6% | -$3.21K | 0.05% | 286 |
|
|
2018
Q3 | $70K | Buy |
5,760
+1,545
| +37% | +$18.8K | 0.06% | 269 |
|
|
2018
Q2 | $43K | Buy |
+4,215
| New | +$43K | 0.04% | 355 |
|