Concert Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $704K | Sell |
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|
2016
Q4 | $895K | Sell |
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|
2016
Q3 | $2.01M | Buy |
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|
2016
Q2 | $2.14M | Buy |
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|
2016
Q1 | $1.86M | Sell |
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|
2015
Q4 | $1.8M | Buy |
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|
2015
Q3 | $1.57M | Sell |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $816K | Buy |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.12M | Sell |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $1.01M | Buy |
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|
2013
Q4 | $933K | Buy |
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|
2013
Q3 | $806K | Sell |
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|
2013
Q2 | $805K | Buy |
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