Andesa Financial Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,394
| Closed | -$332K | – | 103 |
|
|
2019
Q4 | $332K | Buy |
4,394
+338
| +8% | +$25.5K | 0.29% | 75 |
|
|
2019
Q3 | $298K | Buy |
4,056
+118
| +3% | +$8.67K | 0.29% | 77 |
|
|
2019
Q2 | $269K | Sell |
3,938
-4,094
| -51% | -$280K | 0.25% | 84 |
|
|
2019
Q1 | $510K | Buy |
8,032
+3,882
| +94% | +$246K | 0.25% | 80 |
|
|
2018
Q4 | $224K | Buy |
+4,150
| New | +$224K | 0.27% | 84 |
|