Buffington Mohr McNeal’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-32
| Closed | -$2K | – | 294 |
|
|
2019
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 342 |
|
|
2014
Q3 | – | Sell |
-2,800
| Closed | -$147K | – | 82 |
|
|
2014
Q2 | $147K | Sell |
2,800
-1,400
| -33% | -$73.5K | 0.08% | 64 |
|
|
2014
Q1 | $203K | Buy |
4,200
+200
| +5% | +$9.67K | 0.12% | 56 |
|
|
2013
Q4 | $180K | Hold |
4,000
| – | – | 0.11% | 59 |
|
|
2013
Q3 | $171K | Buy |
+4,000
| New | +$171K | 0.11% | 60 |
|