LWS
Lucia Wealth Services’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42K | Sell |
356
-459
| -56% | -$54.2K | 0.01% | 166 |
|
|
2020
Q2 | $96K | Buy |
815
+202
| +33% | +$23.8K | 0.03% | 142 |
|
|
2020
Q1 | $69K | Buy |
613
+457
| +293% | +$51.4K | 0.02% | 158 |
|
|
2019
Q4 | $24K | Hold |
156
| – | – | 0.01% | 167 |
|
|
2019
Q3 | $23K | Hold |
156
| – | – | 0.01% | 149 |
|
|
2019
Q2 | $21K | Hold |
156
| – | – | 0.01% | 156 |
|
|
2019
Q1 | $20K | Buy |
+156
| New | +$20K | 0.01% | 174 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$18K | – | 216 |
|
|
2018
Q3 | $18K | Hold |
156
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $18K | Sell |
156
-156
| -50% | -$18K | 0.01% | 184 |
|
|
2018
Q1 | $35K | Buy |
+312
| New | +$35K | 0.01% | 154 |
|