WealthTrust Asset Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-62,170
| Closed | -$1.02M | – | 78 |
|
|
2022
Q2 | $1.02M | Sell |
62,170
-7,075
| -10% | -$116K | 0.96% | 32 |
|
|
2022
Q1 | $1.42M | Buy |
69,245
+380
| +0.6% | +$7.8K | 1.01% | 31 |
|
|
2021
Q4 | $1.74M | Buy |
68,865
+1,230
| +2% | +$31.1K | 1.16% | 32 |
|
|
2021
Q3 | $1.5M | Buy |
67,635
+3,225
| +5% | +$71.3K | 1.33% | 28 |
|
|
2021
Q2 | $1.25M | Buy |
+64,410
| New | +$1.25M | 1.09% | 35 |
|