Harfst & Associates’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-310
| Closed | -$17K | – | 194 |
|
|
2017
Q2 | $17K | Hold |
310
| – | – | 0.01% | 179 |
|
|
2017
Q1 | $17K | Buy |
+310
| New | +$17K | 0.01% | 198 |
|
|
2016
Q1 | – | Sell |
-310
| Closed | -$14K | – | 220 |
|
|
2015
Q4 | $14K | Hold |
310
| – | – | 0.01% | 224 |
|
|
2015
Q3 | $15K | Hold |
310
| – | – | 0.01% | 213 |
|
|
2015
Q2 | $15K | Buy |
+310
| New | +$15K | 0.01% | 244 |
|