Nachman Norwood & Parrott’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $309K | Sell |
4,666
-120
| -3% | -$7.95K | 0.03% | 236 |
|
|
2021
Q1 | $317K | Sell |
4,786
-20
| -0.4% | -$1.33K | 0.03% | 221 |
|
|
2020
Q4 | $306K | Buy |
4,806
+76
| +2% | +$4.84K | 0.04% | 214 |
|
|
2020
Q3 | $280K | Hold |
4,730
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $277K | Hold |
4,730
| – | – | 0.05% | 203 |
|
|
2020
Q1 | $267K | Sell |
4,730
-712
| -13% | -$40.2K | 0.05% | 190 |
|
|
2019
Q4 | $412K | Hold |
5,442
| – | – | 0.07% | 182 |
|
|
2019
Q3 | $402K | Hold |
5,442
| – | – | 0.07% | 180 |
|
|
2019
Q2 | $374K | Buy |
5,442
+40
| +0.7% | +$2.75K | 0.07% | 181 |
|
|
2019
Q1 | $340K | Sell |
5,402
-284
| -5% | -$17.9K | 0.06% | 175 |
|
|
2018
Q4 | $308K | Buy |
+5,686
| New | +$308K | 0.06% | 174 |
|