Gofen & Glossberg’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $441K | Sell |
|
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|
2021
Q4 | $407K | Hold |
|
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|
2021
Q3 | $389K | Hold |
|
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $408K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $397K | Hold |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $361K | Hold |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $297K | Hold |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $318K | Hold |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $426K | Buy |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $411K | Buy |
|
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|
2016
Q4 | $362K | Sell |
|
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|
2016
Q3 | $395K | Sell |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $394K | Buy |
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|
2015
Q4 | $352K | Buy |
|
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|
2015
Q3 | $362K | Sell |
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|
2015
Q2 | $372K | Sell |
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|
2015
Q1 | $414K | Sell |
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|
2014
Q4 | $478K | Buy |
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|
2014
Q3 | $378K | Buy |
|
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|
2014
Q2 | $375K | Sell |
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|
2014
Q1 | $432K | Buy |
|
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|
2013
Q4 | $320K | Buy |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $296K | Buy |
|