Tradition Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-190
| Closed | -$3K | – | 1397 |
|
2023
Q2 | $3K | Buy |
+190
| New | +$3K | ﹤0.01% | 1357 |
|
2022
Q2 | – | Sell |
-150
| Closed | -$3K | – | 1148 |
|
2022
Q1 | $3K | Sell |
150
-75
| -33% | -$1.5K | ﹤0.01% | 1124 |
|
2021
Q4 | $6K | Buy |
225
+50
| +29% | +$1.33K | ﹤0.01% | 1027 |
|
2021
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 1094 |
|
2021
Q2 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 1150 |
|
2021
Q1 | – | Sell |
-25
| Closed | -$1K | – | 999 |
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1005 |
|