Harvest Group Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-810
| Closed | -$52K | – | 624 |
|
|
2020
Q4 | $52K | Hold |
810
| – | – | 0.03% | 106 |
|
|
2020
Q3 | $48K | Hold |
810
| – | – | 0.03% | 96 |
|
|
2020
Q2 | $47K | Hold |
810
| – | – | 0.04% | 83 |
|
|
2020
Q1 | $45K | Hold |
810
| – | – | 0.05% | 79 |
|
|
2019
Q4 | $61K | Hold |
810
| – | – | 0.05% | 72 |
|
|
2019
Q3 | $60K | Buy |
810
+2
| +0.2% | +$148 | 0.07% | 69 |
|
|
2019
Q2 | $55K | Hold |
808
| – | – | 0.07% | 66 |
|
|
2019
Q1 | $51K | Buy |
+808
| New | +$51K | 0.05% | 88 |
|