Stratos Wealth Partners’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-450
| Closed | -$25K | – | 2250 |
|
2018
Q3 | $25K | Buy |
+450
| New | +$25K | ﹤0.01% | 1777 |
|
2018
Q2 | – | Sell |
-611
| Closed | -$30K | – | 2335 |
|
2018
Q1 | $30K | Sell |
611
-98
| -14% | -$4.81K | ﹤0.01% | 1842 |
|
2017
Q4 | $38K | Buy |
+709
| New | +$38K | ﹤0.01% | 1651 |
|
2015
Q3 | – | Sell |
-5,364
| Closed | -$230K | – | 598 |
|
2015
Q2 | $230K | Buy |
+5,364
| New | +$230K | 0.03% | 433 |
|