LWM
LBA Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-130
| Closed | -$13K | – | 473 |
|
|
2016
Q4 | $13K | Hold |
130
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $14K | Hold |
130
| – | – | 0.01% | 293 |
|
|
2016
Q2 | $15K | Hold |
130
| – | – | 0.01% | 276 |
|
|
2016
Q1 | $14K | Hold |
130
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $12K | Buy |
+130
| New | +$12K | 0.01% | 280 |
|