Winslow Evans & Crocker’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $433K | Buy |
21,425
+20,500
| +2,216% | +$414K | 0.08% | 214 |
|
|
2020
Q3 | $14K | Hold |
925
| – | – | ﹤0.01% | 694 |
|
|
2020
Q2 | $13K | Sell |
925
-5
| -0.5% | -$70 | ﹤0.01% | 690 |
|
|
2020
Q1 | $12K | Hold |
930
| – | – | ﹤0.01% | 677 |
|
|
2019
Q4 | $14K | Hold |
930
| – | – | ﹤0.01% | 750 |
|
|
2019
Q3 | $12K | Hold |
930
| – | – | ﹤0.01% | 773 |
|
|
2019
Q2 | $10K | Sell |
930
-210
| -18% | -$2.26K | ﹤0.01% | 841 |
|
|
2019
Q1 | $10K | Sell |
1,140
-340
| -23% | -$2.98K | ﹤0.01% | 832 |
|
|
2018
Q4 | $16K | Buy |
1,480
+930
| +169% | +$10.1K | 0.01% | 670 |
|
|
2018
Q3 | $8K | Hold |
550
| – | – | ﹤0.01% | 854 |
|
|
2018
Q2 | $6K | Hold |
550
| – | – | ﹤0.01% | 923 |
|
|
2018
Q1 | $5.32K | Hold |
550
| – | – | ﹤0.01% | 900 |
|
|
2017
Q4 | $4.95K | Buy |
+550
| New | +$4.95K | ﹤0.01% | 928 |
|