Lenox Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $138K | Buy |
1,630
+1,624
| +27,067% | +$137K | 0.02% | 138 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q3 | $0 | Sell |
6
-238
| -98% | – | ﹤0.01% | 789 |
|
|
2021
Q2 | $16K | Hold |
244
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $16K | Sell |
244
-50
| -17% | -$3.28K | ﹤0.01% | 348 |
|
|
2020
Q4 | $19K | Hold |
294
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $17K | Sell |
294
-26
| -8% | -$1.5K | ﹤0.01% | 311 |
|
|
2020
Q2 | $19K | Buy |
320
+50
| +19% | +$2.97K | ﹤0.01% | 297 |
|
|
2020
Q1 | $15K | Buy |
270
+26
| +11% | +$1.44K | ﹤0.01% | 305 |
|
|
2019
Q4 | $18K | Buy |
+244
| New | +$18K | ﹤0.01% | 352 |
|
|
2014
Q4 | – | Sell |
-122
| Closed | -$6K | – | 341 |
|
|
2014
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 221 |
|
|
2014
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 160 |
|
|
2014
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 159 |
|
|
2013
Q4 | $5K | Sell |
122
-250
| -67% | -$10.2K | ﹤0.01% | 237 |
|
|
2013
Q3 | $16K | Buy |
372
+250
| +205% | +$10.8K | 0.01% | 74 |
|
|
2013
Q2 | $5K | Buy |
+122
| New | +$5K | 0.01% | 189 |
|