Omnia Family Wealth’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 |
-44
| Closed | -$3K | – | 462 |
|
|
2019
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 415 |
|
|
2018
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 445 |
|
|
2017
Q3 | – | Sell |
-722
| Closed | -$41K | – | 681 |
|
|
2017
Q2 | $41K | Sell |
722
-1,122
| -61% | -$63.7K | 0.02% | 161 |
|
|
2017
Q1 | $103K | Buy |
1,844
+8
| +0.4% | +$447 | 0.05% | 116 |
|
|
2016
Q4 | $93K | Buy |
+1,836
| New | +$93K | 0.05% | 125 |
|