West Oak Capital’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-35
| Closed | -$172 | – | 289 |
|
|
2015
Q3 | $172 | Hold |
35
| – | – | ﹤0.01% | 289 |
|
|
2015
Q2 | $199 | Hold |
35
| – | – | ﹤0.01% | 303 |
|
|
2015
Q1 | $187 | Hold |
35
| – | – | ﹤0.01% | 303 |
|
|
2014
Q4 | $143 | Hold |
35
| – | – | ﹤0.01% | 313 |
|
|
2014
Q3 | $126 | Hold |
35
| – | – | ﹤0.01% | 300 |
|
|
2014
Q2 | $117 | Hold |
35
| – | – | ﹤0.01% | 294 |
|
|
2014
Q1 | $134 | Buy |
+35
| New | +$134 | ﹤0.01% | 290 |
|