WealthPLAN Partners’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 |
-2,880
| Closed | -$47K | – | 1037 |
|
|
2023
Q2 | $47K | Sell |
2,880
-1,594
| -36% | -$26K | 0.01% | 522 |
|
|
2023
Q1 | $87.8K | Sell |
4,474
-8,371
| -65% | -$164K | 0.01% | 454 |
|
|
2022
Q4 | $272K | Buy |
+12,845
| New | +$272K | 0.02% | 332 |
|
|
2022
Q1 | $3.05M | Buy |
133,435
+27,608
| +26% | +$630K | 0.21% | 98 |
|
|
2021
Q4 | $2.67M | Buy |
105,827
+13,724
| +15% | +$346K | 0.18% | 104 |
|
|
2021
Q3 | $2.85M | Buy |
92,103
+4,311
| +5% | +$133K | 0.19% | 97 |
|
|
2021
Q2 | $3.06M | Buy |
+87,792
| New | +$3.06M | 0.22% | 89 |
|