Guardian Investor Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $174K | Hold |
3,192
| – | – | 0.14% | 183 |
|
2014
Q4 | $178K | Sell |
3,192
-86
| -3% | -$4.8K | 0.14% | 176 |
|
2014
Q3 | $173K | Sell |
3,278
-104
| -3% | -$5.49K | 0.14% | 179 |
|
2014
Q2 | $177K | Sell |
3,382
-124
| -4% | -$6.49K | 0.14% | 180 |
|
2014
Q1 | $170K | Sell |
3,506
-106
| -3% | -$5.14K | 0.13% | 187 |
|
2013
Q4 | $162K | Hold |
3,612
| – | – | 0.12% | 197 |
|
2013
Q3 | $155K | Sell |
3,612
-64
| -2% | -$2.75K | 0.13% | 185 |
|
2013
Q2 | $150K | Buy |
+3,676
| New | +$150K | 0.13% | 193 |
|