BTR Capital Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $428K | Hold |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $326K | Hold |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $226K | Buy |
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