DeDora Capital’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,504
| Closed | -$241K | – | 94 |
|
|
2019
Q2 | $241K | Buy |
3,504
+26
| +0.7% | +$1.79K | 0.17% | 82 |
|
|
2019
Q1 | $219K | Buy |
+3,478
| New | +$219K | 0.17% | 80 |
|
|
2018
Q3 | – | Sell |
-6,074
| Closed | -$353K | – | 91 |
|
|
2018
Q2 | $353K | Buy |
6,074
+48
| +0.8% | +$2.79K | 0.28% | 70 |
|
|
2018
Q1 | $335K | Sell |
6,026
-4,010
| -40% | -$223K | 0.27% | 68 |
|
|
2017
Q4 | $537K | Buy |
+10,036
| New | +$537K | 0.44% | 46 |
|