Catamount Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $44K | Hold |
700
| – | – | 0.03% | 92 |
|
|
2018
Q4 | $41K | Hold |
700
| – | – | 0.03% | 76 |
|
|
2018
Q3 | $40K | Hold |
700
| – | – | 0.02% | 89 |
|
|
2018
Q2 | $40K | Hold |
700
| – | – | 0.02% | 88 |
|
|
2018
Q1 | $39K | Hold |
700
| – | – | 0.02% | 86 |
|
|
2017
Q4 | $37K | Buy |
+700
| New | +$37K | 0.02% | 90 |
|