WealthPlan Investment Management’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,065
| Closed | -$33.7K | – | 325 |
|
|
2023
Q2 | $33.7K | Sell |
2,065
-3,810
| -65% | -$62.2K | 0.01% | 219 |
|
|
2023
Q1 | $115K | Sell |
5,875
-6,970
| -54% | -$137K | 0.02% | 190 |
|
|
2022
Q4 | $272K | Sell |
12,845
-149,479
| -92% | -$3.17M | 0.02% | 332 |
|
|
2022
Q3 | $2.84M | Buy |
+162,324
| New | +$2.84M | 0.21% | 93 |
|
|
2022
Q1 | $3.05M | Buy |
+133,435
| New | +$3.05M | 0.21% | 98 |
|