Wealthspire Advisors (New York)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,415
| Closed | -$221K | – | 592 |
|
|
2020
Q3 | $221K | Buy |
+14,415
| New | +$221K | 0.01% | 278 |
|
|
2020
Q2 | – | Sell |
-27,295
| Closed | -$323K | – | 490 |
|
|
2020
Q1 | $323K | Buy |
+27,295
| New | +$323K | 0.01% | 364 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$1K | – | 679 |
|
|
2018
Q4 | $1K | Buy |
+155
| New | +$1K | ﹤0.01% | 835 |
|