Nelson Capital Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,442
| Closed | -$80K | – | 300 |
|
|
2014
Q4 | $80K | Hold |
1,442
| – | – | 0.03% | 104 |
|
|
2014
Q3 | $76K | Hold |
1,442
| – | – | 0.03% | 109 |
|
|
2014
Q2 | $75K | Hold |
1,442
| – | – | 0.03% | 103 |
|
|
2014
Q1 | $70K | Hold |
1,442
| – | – | 0.03% | 102 |
|
|
2013
Q4 | $65K | Hold |
1,442
| – | – | 0.03% | 106 |
|
|
2013
Q3 | $62K | Hold |
1,442
| – | – | 0.03% | 105 |
|
|
2013
Q2 | $59K | Buy |
+1,442
| New | +$59K | 0.03% | 104 |
|