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WealthPLAN Partners’s Sony SONY Stock Holding History

WealthPLAN Partners’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,300
Closed -$23.4K – 1038
2023
Q2 		$23.4K Hold
1,300
– – ﹤0.01% 644
2023
Q1 		$23.6K Buy
+1,300
New +$22.5K ﹤0.01% 694

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