WAS
Wealth Advisory Solutions’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-31,640
| Closed | -$3.08M | – | 188 |
|
|
2021
Q2 | $3.08M | Hold |
31,640
| – | – | 0.73% | 46 |
|
|
2021
Q1 | $3K | Sell |
31,640
-43,238
| -58% | -$4.1K | ﹤0.01% | 100 |
|
|
2020
Q4 | $7.57M | Buy |
74,878
+2,782
| +4% | +$281K | 2.05% | 12 |
|
|
2020
Q3 | $5.53M | Sell |
72,096
-12,102
| -14% | -$929K | 1.47% | 17 |
|
|
2020
Q2 | $5.82M | Sell |
84,198
-1,250
| -1% | -$86.4K | 1.62% | 14 |
|
|
2020
Q1 | $5.06M | Sell |
85,448
-5,612
| -6% | -$332K | 1.72% | 14 |
|
|
2019
Q4 | $6.19M | Buy |
+91,060
| New | +$6.19M | 1.63% | 10 |
|