Whitnell & Co’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-310
| Closed | -$3K | – | 338 |
|
|
2018
Q2 | $3K | Hold |
310
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $3K | Hold |
310
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $3K | Buy |
+310
| New | +$3K | ﹤0.01% | 290 |
|
|
2017
Q1 | – | Sell |
-800
| Closed | -$4K | – | 350 |
|
|
2016
Q4 | $4K | Hold |
800
| – | – | ﹤0.01% | 341 |
|
|
2016
Q3 | $5K | Hold |
800
| – | – | ﹤0.01% | 303 |
|
|
2016
Q2 | $5K | Hold |
800
| – | – | ﹤0.01% | 304 |
|
|
2016
Q1 | $4K | Sell |
800
-610
| -43% | -$3.05K | ﹤0.01% | 326 |
|
|
2015
Q4 | $7K | Hold |
1,410
| – | – | ﹤0.01% | 280 |
|
|
2015
Q3 | $7K | Buy |
+1,410
| New | +$7K | ﹤0.01% | 278 |
|