Berman Capital Advisors’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$117K Buy
2021
Q2
$90K Buy
2021
Q1
$44K Sell
2020
Q4
$49K Buy
2020
Q3
$43K Buy
2020
Q2
$41K Sell
2020
Q1
$61K Sell
2019
Q4
$109K Sell
2019
Q3
$142K Buy
2019
Q2
$124K Buy
2019
Q1
$112K Buy
2018
Q4
$94K Buy