TrueWealth LLC’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $40K | Buy |
2,920
+655
| +29% | +$8.97K | 0.02% | 294 |
|
|
2020
Q1 | $27K | Hold |
2,265
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $31K | Hold |
2,265
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $27K | Hold |
2,265
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $24K | Hold |
2,265
| – | – | 0.01% | 350 |
|
|
2019
Q1 | $19K | Hold |
2,265
| – | – | 0.01% | 370 |
|
|
2018
Q4 | $22K | Sell |
2,265
-540
| -19% | -$5.25K | 0.01% | 351 |
|
|
2018
Q3 | $34K | Hold |
2,805
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $29K | Hold |
2,805
| – | – | 0.01% | 334 |
|
|
2018
Q1 | $27K | Sell |
2,805
-660
| -19% | -$6.35K | 0.01% | 321 |
|
|
2017
Q4 | $31K | Buy |
+3,465
| New | +$31K | 0.01% | 352 |
|