Monument Capital Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,932
| Closed | -$220K | – | 161 |
|
|
2022
Q2 | $220K | Buy |
2,932
+318
| +12% | +$23.9K | 0.08% | 142 |
|
|
2022
Q1 | $220K | Buy |
+2,614
| New | +$220K | 0.07% | 128 |
|
|
2018
Q4 | – | Sell |
-706
| Closed | -$40K | – | 280 |
|
|
2018
Q3 | $40K | Hold |
706
| – | – | 0.02% | 137 |
|
|
2018
Q2 | $41K | Hold |
706
| – | – | 0.03% | 101 |
|
|
2018
Q1 | $38K | Hold |
706
| – | – | 0.03% | 98 |
|
|
2017
Q4 | $37K | Buy |
+706
| New | +$37K | 0.03% | 92 |
|