Wealthspire Advisors (Maryland)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $223K | Buy |
+14,535
| New | +$223K | 0.01% | 425 |
|
|
2019
Q2 | – | Sell |
-13,695
| Closed | -$116K | – | 1818 |
|
|
2019
Q1 | $116K | Sell |
13,695
-855
| -6% | -$7.24K | 0.01% | 588 |
|
|
2018
Q4 | $140K | Buy |
14,550
+840
| +6% | +$8.08K | 0.01% | 504 |
|
|
2018
Q3 | $166K | Sell |
13,710
-190
| -1% | -$2.3K | 0.01% | 505 |
|
|
2018
Q2 | $143K | Sell |
13,900
-1,295
| -9% | -$13.3K | 0.01% | 570 |
|
|
2018
Q1 | $147K | Buy |
15,195
+7,100
| +88% | +$68.7K | 0.01% | 572 |
|
|
2017
Q4 | $73K | Buy |
8,095
+140
| +2% | +$1.26K | 0.01% | 849 |
|
|
2017
Q3 | $59K | Buy |
7,955
+220
| +3% | +$1.63K | 0.01% | 911 |
|
|
2017
Q2 | $59K | Buy |
7,735
+385
| +5% | +$2.94K | 0.01% | 889 |
|
|
2017
Q1 | $50K | Buy |
7,350
+1,500
| +26% | +$10.2K | 0.01% | 802 |
|
|
2016
Q4 | $33K | Sell |
5,850
-240
| -4% | -$1.35K | ﹤0.01% | 881 |
|
|
2016
Q3 | $40K | Hold |
6,090
| – | – | 0.01% | 839 |
|
|
2016
Q2 | $36K | Buy |
6,090
+755
| +14% | +$4.46K | 0.01% | 812 |
|
|
2016
Q1 | $27K | Sell |
5,335
-135
| -2% | -$683 | ﹤0.01% | 868 |
|
|
2015
Q4 | $27K | Buy |
+5,470
| New | +$27K | 0.01% | 886 |
|