Valeo Financial Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-65
| Closed | -$4K | – | 1527 |
|
|
2021
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q3 | $3K | Sell |
65
-17
| -21% | -$785 | ﹤0.01% | 1317 |
|
|
2020
Q2 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 1542 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1693 |
|
|
2018
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1669 |
|