Epstein & White Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $943K | Sell |
14,216
-428
| -3% | -$28.4K | 0.25% | 29 |
|
|
2021
Q1 | $971K | Buy |
14,644
+4,034
| +38% | +$267K | 0.28% | 29 |
|
|
2020
Q4 | $677K | Buy |
10,610
+76
| +0.7% | +$4.85K | 0.21% | 28 |
|
|
2020
Q3 | $623K | Sell |
10,534
-468
| -4% | -$27.7K | 0.22% | 25 |
|
|
2020
Q2 | $644K | Buy |
11,002
+80
| +0.7% | +$4.68K | 0.24% | 24 |
|
|
2020
Q1 | $617K | Sell |
10,922
-388
| -3% | -$21.9K | 0.26% | 32 |
|
|
2019
Q4 | $856K | Buy |
+11,310
| New | +$856K | 0.37% | 29 |
|