TWA

TCI Wealth Advisors’s Sony SONY Stock Holding History

TCI Wealth Advisors’s Portfolio SONY Stock Details SONY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-146	Closed	-$13.2K	–	1951
2023 Q1	$13.2K	Hold	146	–	–	﹤0.01%	917
2022 Q4	$11.1K	Hold	146	–	–	﹤0.01%	1003
2022 Q3	$9K	Sell	146 -11	-7%	-$678	﹤0.01%	1104
2022 Q2	$13K	Buy	157 +11	+8%	+$911	﹤0.01%	869
2022 Q1	$15K	Hold	146	–	–	﹤0.01%	848
2021 Q4	$18K	Hold	146	–	–	﹤0.01%	766
2021 Q3	$16K	Hold	146	–	–	﹤0.01%	782
2021 Q2	$14K	Hold	146	–	–	﹤0.01%	742
2021 Q1	$15K	Hold	146	–	–	0.01%	648
2020 Q4	$15K	Hold	146	–	–	0.01%	538
2020 Q3	$11K	Hold	146	–	–	﹤0.01%	555
2020 Q2	$10K	Sell	146 -300	-67%	-$20.5K	﹤0.01%	569
2020 Q1	$26K	Sell	446 -300	-40%	-$17.5K	0.01%	406
2019 Q4	$51K	Buy	746 +300	+67%	+$20.5K	0.02%	379
2019 Q3	$26K	Hold	446	–	–	0.01%	438
2019 Q2	$23K	Hold	446	–	–	0.01%	443
2019 Q1	$19K	Hold	446	–	–	0.01%	501
2018 Q4	$22K	Hold	446	–	–	0.01%	451
2018 Q3	$27K	Hold	446	–	–	0.01%	430
2018 Q2	$23K	Hold	446	–	–	0.01%	459
2018 Q1	$22K	Hold	446	–	–	0.01%	465
2017 Q4	$20K	Hold	446	–	–	0.01%	497
2017 Q3	$17K	Hold	446	–	–	0.01%	492
2017 Q2	$17K	Hold	446	–	–	0.01%	488
2017 Q1	$15K	Sell	446 -12	-3%	-$404	0.01%	504
2016 Q4	$13K	Hold	458	–	–	0.01%	578
2016 Q3	$15K	Hold	458	–	–	0.01%	491
2016 Q2	$13K	Hold	458	–	–	0.01%	508
2016 Q1	$12K	Hold	458	–	–	0.01%	544
2015 Q4	$11K	Sell	458 -106	-19%	-$2.55K	0.01%	567
2015 Q3	$14K	Buy	564 +319	+130%	+$7.92K	0.01%	453
2015 Q2	$7K	Hold	245	–	–	﹤0.01%	590
2015 Q1	$7K	Buy	245 +99	+68%	+$2.83K	﹤0.01%	518
2014 Q4	$3K	Hold	146	–	–	﹤0.01%	679
2014 Q3	$3K	Sell	146 -5,000	-97%	-$103K	﹤0.01%	682
2014 Q2	$86K	Hold	5,146	–	–	0.05%	193
2014 Q1	$98K	Hold	5,146	–	–	0.06%	171
2013 Q4	$89K	Hold	5,146	–	–	0.06%	174
2013 Q3	$111K	Hold	5,146	–	–	0.08%	146
2013 Q2	$109K	Buy	+5,146	New	+$109K	0.08%	147