Lenox Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42
| Closed | -$3K | – | 768 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 600 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 608 |
|
|
2019
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 588 |
|
|
2018
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 509 |
|