Lourd Capital’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 |
-10,752
| Closed | -$582K | – | 270 |
|
|
2018
Q4 | $582K | Buy |
10,752
+80
| +0.7% | +$4.33K | 0.05% | 101 |
|
|
2018
Q3 | $607K | Buy |
+10,672
| New | +$607K | 0.04% | 109 |
|
|
2018
Q1 | – | Sell |
-10,772
| Closed | -$576K | – | 303 |
|
|
2017
Q4 | $576K | Buy |
+10,772
| New | +$576K | 0.04% | 137 |
|