Capital Investment Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,100
| Closed | -$240K | – | 658 |
|
|
2020
Q2 | $240K | Sell |
4,100
-850
| -17% | -$49.8K | 0.05% | 284 |
|
|
2020
Q1 | $280K | Sell |
4,950
-800
| -14% | -$45.3K | 0.07% | 239 |
|
|
2019
Q4 | $436K | Sell |
5,750
-900
| -14% | -$68.2K | 0.12% | 180 |
|
|
2019
Q3 | $491K | Sell |
6,650
-200
| -3% | -$14.8K | 0.14% | 150 |
|
|
2019
Q2 | $481K | Buy |
+6,850
| New | +$481K | 0.15% | 149 |
|