Winfield Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$18K | – | 570 |
|
|
2017
Q4 | $18K | Buy |
1,900
+75
| +4% | +$711 | 0.01% | 333 |
|
|
2017
Q3 | $14K | Hold |
1,825
| – | – | 0.01% | 361 |
|
|
2017
Q2 | $14K | Hold |
1,825
| – | – | 0.01% | 352 |
|
|
2017
Q1 | $12K | Buy |
1,825
+75
| +4% | +$493 | 0.01% | 367 |
|
|
2016
Q4 | $10K | Hold |
1,750
| – | – | 0.01% | 360 |
|
|
2016
Q3 | $12K | Hold |
1,750
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $10K | Hold |
1,750
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $9K | Buy |
+1,750
| New | +$9K | 0.01% | 329 |
|