Wealthcare Advisory Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-525
| Closed | -$11K | – | 1678 |
|
|
2021
Q1 | $11K | Buy |
+525
| New | +$11K | ﹤0.01% | 1431 |
|
|
2020
Q2 | – | Sell |
-335
| Closed | -$4K | – | 1194 |
|
|
2020
Q1 | $4K | Sell |
335
-1,025
| -75% | -$12.2K | ﹤0.01% | 1183 |
|
|
2019
Q4 | $18K | Hold |
1,360
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $16K | Hold |
1,360
| – | – | ﹤0.01% | 809 |
|
|
2019
Q2 | $14K | Hold |
1,360
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $11K | Hold |
1,360
| – | – | ﹤0.01% | 796 |
|
|
2018
Q4 | $13K | Hold |
1,360
| – | – | ﹤0.01% | 734 |
|
|
2018
Q3 | $16K | Hold |
1,360
| – | – | ﹤0.01% | 741 |
|
|
2018
Q2 | $14K | Hold |
1,360
| – | – | ﹤0.01% | 754 |
|
|
2018
Q1 | $13K | Hold |
1,360
| – | – | ﹤0.01% | 677 |
|
|
2017
Q4 | $12K | Hold |
1,360
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $10K | Buy |
+1,360
| New | +$10K | ﹤0.01% | 550 |
|