Miles Capital’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $244K | Buy |
4,320
+32
| +0.7% | +$1.81K | 0.26% | 98 |
|
2019
Q4 | $325K | Sell |
4,288
-656
| -13% | -$49.7K | 0.26% | 97 |
|
2019
Q3 | $365K | Buy |
4,944
+1,294
| +35% | +$95.5K | 0.3% | 89 |
|
2019
Q2 | $251K | Buy |
+3,650
| New | +$251K | 0.2% | 129 |
|
2017
Q1 | – | Sell |
-4,014
| Closed | -$202K | – | 220 |
|
2016
Q4 | $202K | Buy |
+4,014
| New | +$202K | 0.12% | 176 |
|