BWA
Burt Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-129
| Closed | -$13K | – | 388 |
|
|
2016
Q4 | $13K | Sell |
129
-66
| -34% | -$6.65K | 0.01% | 263 |
|
|
2016
Q3 | $20K | Hold |
195
| – | – | 0.02% | 221 |
|
|
2016
Q2 | $22K | Buy |
195
+1
| +0.5% | +$113 | 0.02% | 211 |
|
|
2016
Q1 | $20K | Hold |
194
| – | – | 0.02% | 248 |
|
|
2015
Q4 | $18K | Buy |
194
+152
| +362% | +$14.1K | 0.01% | 220 |
|
|
2015
Q3 | $4K | Hold |
42
| – | – | 0.01% | 322 |
|
|
2015
Q2 | $4K | Buy |
42
+1
| +2% | +$95 | ﹤0.01% | 325 |
|
|
2015
Q1 | $5K | Hold |
41
| – | – | 0.01% | 290 |
|
|
2014
Q4 | $5K | Buy |
+41
| New | +$5K | 0.01% | 276 |
|