Taylor Hoffman Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$21K | – | 320 |
|
|
2020
Q2 | $21K | Buy |
+1,500
| New | +$21K | 0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$20K | – | 335 |
|
|
2019
Q4 | $20K | Hold |
1,500
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $18K | Hold |
1,500
| – | – | 0.01% | 274 |
|
|
2019
Q2 | $16K | Hold |
1,500
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $13K | Hold |
1,500
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $14K | Hold |
1,500
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $18K | Hold |
1,500
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $15K | Hold |
1,500
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $15K | Buy |
+1,500
| New | +$15K | 0.01% | 253 |
|