Blue Chip Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $499K | Buy |
8,438
+396
| +5% | +$23.4K | 0.39% | 57 |
|
|
2020
Q2 | $471K | Buy |
8,042
+38
| +0.5% | +$2.23K | 0.45% | 56 |
|
|
2020
Q1 | $452K | Sell |
8,004
-1,210
| -13% | -$68.3K | 0.56% | 51 |
|
|
2019
Q4 | $698K | Buy |
9,214
+32
| +0.3% | +$2.42K | 0.65% | 45 |
|
|
2019
Q3 | $678K | Buy |
9,182
+34
| +0.4% | +$2.51K | 0.71% | 41 |
|
|
2019
Q2 | $629K | Buy |
9,148
+40
| +0.4% | +$2.75K | 0.66% | 45 |
|
|
2019
Q1 | $573K | Sell |
9,108
-282
| -3% | -$17.7K | 0.65% | 46 |
|
|
2018
Q4 | $508K | Sell |
9,390
-422
| -4% | -$22.8K | 0.67% | 45 |
|
|
2018
Q3 | $558K | Sell |
9,812
-238
| -2% | -$13.5K | 0.56% | 50 |
|
|
2018
Q2 | $583K | Sell |
10,050
-182
| -2% | -$10.6K | 0.63% | 47 |
|
|
2018
Q1 | $569K | Buy |
+10,232
| New | +$569K | 0.58% | 47 |
|