Wealthcare Advisory Partners’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 |
-297
| Closed | -$19K | – | 1676 |
|
2021
Q1 | $19K | Buy |
+297
| New | +$19K | ﹤0.01% | 1223 |
|
2020
Q2 | – | Sell |
-250
| Closed | -$12K | – | 1193 |
|
2020
Q1 | $12K | Buy |
250
+16
| +7% | +$768 | ﹤0.01% | 880 |
|
2019
Q4 | $14K | Hold |
234
| – | – | ﹤0.01% | 862 |
|
2019
Q3 | $14K | Hold |
234
| – | – | ﹤0.01% | 855 |
|
2019
Q2 | $15K | Hold |
234
| – | – | ﹤0.01% | 803 |
|
2019
Q1 | $14K | Hold |
234
| – | – | ﹤0.01% | 745 |
|
2018
Q4 | $12K | Hold |
234
| – | – | ﹤0.01% | 754 |
|
2018
Q3 | $13K | Hold |
234
| – | – | ﹤0.01% | 787 |
|
2018
Q2 | $12K | Sell |
234
-14
| -6% | -$718 | ﹤0.01% | 790 |
|
2018
Q1 | $12K | Hold |
248
| – | – | ﹤0.01% | 697 |
|
2017
Q4 | $13K | Hold |
248
| – | – | ﹤0.01% | 618 |
|
2017
Q3 | $13K | Buy |
+248
| New | +$13K | ﹤0.01% | 499 |
|