Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-18
Closed -$1K 164
2018
Q4
$1K Hold
18
﹤0.01% 169
2018
Q3
$1K Hold
18
﹤0.01% 170
2018
Q2
$1K Buy
+18
New +$984 ﹤0.01% 170

Other funds holding SRE

Family Legacy Inc's SRE Position: Q1 2019 in Review

Family Legacy Inc sold out of Sempra (SRE) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

Family Legacy Inc first reported a position in SRE in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 736 funds tracked by Wall St. Rank hold SRE as of Q1 2019.

  • Family Legacy Inc reported no remaining Sempra position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 18 Sempra shares in Q1 2019, an estimated $1K.
  • Family Legacy Inc first reported a position in Sempra in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's Sempra position peaked at $1K in Q4 2018.
  • 736 funds tracked by Wall St. Rank held Sempra as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.