Gupta Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $171K | Hold |
3,294
| – | – | 0.04% | 263 |
|
|
2015
Q4 | $155K | Buy |
3,294
+4
| +0.1% | +$188 | 0.04% | 276 |
|
|
2015
Q3 | $159K | Sell |
3,290
-494
| -13% | -$23.9K | 0.04% | 274 |
|
|
2015
Q2 | $187K | Buy |
3,784
+2
| +0.1% | +$99 | 0.05% | 261 |
|
|
2015
Q1 | $206K | Buy |
+3,782
| New | +$206K | 0.06% | 213 |
|