Wambolt & Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,940
| Closed | -$777K | – | 271 |
|
|
2022
Q4 | $777K | Buy |
50,940
+285
| +0.6% | +$4.35K | 0.3% | 116 |
|
|
2022
Q3 | $649K | Buy |
50,655
+600
| +1% | +$7.69K | 0.28% | 123 |
|
|
2022
Q2 | $819K | Buy |
50,055
+7,305
| +17% | +$120K | 0.33% | 114 |
|
|
2022
Q1 | $880K | Buy |
42,750
+18,400
| +76% | +$379K | 0.32% | 110 |
|
|
2021
Q4 | $616K | Buy |
+24,350
| New | +$616K | 0.22% | 135 |
|