Karp Capital Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-464
| Closed | -$25K | – | 337 |
|
|
2018
Q4 | $25K | Buy |
+464
| New | +$25K | 0.01% | 195 |
|
|
2015
Q4 | – | Sell |
-3,176
| Closed | -$154K | – | 259 |
|
|
2015
Q3 | $154K | Buy |
3,176
+2,736
| +622% | +$133K | 0.11% | 104 |
|
|
2015
Q2 | $22K | Buy |
440
+2
| +0.5% | +$100 | 0.01% | 243 |
|
|
2015
Q1 | $24K | Buy |
438
+2
| +0.5% | +$110 | 0.02% | 232 |
|
|
2014
Q4 | $24K | Buy |
+436
| New | +$24K | 0.02% | 222 |
|