Sterling Investment Advisors (Pennsylvania)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-425
| Closed | -$7K | – | 450 |
|
2022
Q2 | $7K | Sell |
425
-425
| -50% | -$7K | ﹤0.01% | 433 |
|
2022
Q1 | $17K | Hold |
850
| – | – | ﹤0.01% | 377 |
|
2021
Q4 | $21K | Hold |
850
| – | – | 0.01% | 363 |
|
2021
Q3 | $19K | Hold |
850
| – | – | 0.01% | 363 |
|
2021
Q2 | $17K | Hold |
850
| – | – | 0.01% | 377 |
|
2021
Q1 | $18K | Buy |
+850
| New | +$18K | 0.01% | 353 |
|