Wunderlich Capital Managemnt’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-17,840
Closed -$366K 94
2022
Q1
$366K Sell
17,840
-2,305
-11% -$47.3K 0.17% 79
2021
Q4
$509K Hold
20,145
0.23% 77
2021
Q3
$446K Sell
20,145
-145
-0.7% -$3.21K 0.21% 78
2021
Q2
$395K Buy
+20,290
New +$395K 0.2% 76