TD Ameritrade Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-110
| Closed | -$2K | – | 597 |
|
|
2023
Q1 | $2K | Buy |
110
+40
| +57% | +$727 | ﹤0.01% | 505 |
|
|
2022
Q4 | $1K | Buy |
70
+35
| +100% | +$500 | ﹤0.01% | 568 |
|
|
2022
Q3 | $0 | Buy |
+35
| New | – | ﹤0.01% | 633 |
|
|
2021
Q4 | – | Sell |
-225
| Closed | -$3K | – | 704 |
|
|
2021
Q3 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 559 |
|
|
2021
Q2 | – | Sell |
-225
| Closed | -$5K | – | 668 |
|
|
2021
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 528 |
|
|
2020
Q3 | $3K | Hold |
225
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $3K | Buy |
225
+120
| +114% | +$1.6K | ﹤0.01% | 551 |
|
|
2020
Q1 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 597 |
|
|
2019
Q1 | – | Sell |
-575
| Closed | -$6K | – | 620 |
|
|
2018
Q4 | $6K | Buy |
575
+485
| +539% | +$5.06K | ﹤0.01% | 435 |
|
|
2018
Q3 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 554 |
|