Northwest Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-968
| Closed | -$61K | – | 418 |
|
|
2019
Q1 | $61K | Hold |
968
| – | – | 0.05% | 204 |
|
|
2018
Q4 | $52K | Hold |
968
| – | – | 0.04% | 198 |
|
|
2018
Q3 | $55K | Hold |
968
| – | – | 0.04% | 210 |
|
|
2018
Q2 | $56K | Hold |
968
| – | – | 0.04% | 206 |
|
|
2018
Q1 | $54K | Buy |
+968
| New | +$54K | 0.04% | 206 |
|