V Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-21,240
| Closed | -$218K | – | 243 |
|
2018
Q2 | $218K | Sell |
21,240
-440
| -2% | -$4.52K | 0.12% | 186 |
|
2018
Q1 | $213K | Buy |
+21,680
| New | +$213K | 0.11% | 188 |
|
2017
Q3 | – | Sell |
-5
| Closed | – | – | 627 |
|
2017
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 824 |
|