Genovese Burford & Brothers Wealth & Retirement Plan Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $2.74M | Sell |
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|
2019
Q2 | $2.56M | Hold |
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|
2019
Q1 | $2.34M | Sell |
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|
2018
Q4 | $2.05M | Buy |
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|
2018
Q3 | $2.15M | Buy |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $2.12M | Buy |
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $1.82M | Hold |
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|
2016
Q3 | $1.93M | Hold |
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|
2016
Q2 | $2.06M | Sell |
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|
2016
Q1 | $1.88M | Hold |
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|
2015
Q4 | $1.7M | Buy |
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