Partnervest Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.83M | Buy |
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2020
Q2 | $1.68M | Buy |
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2020
Q1 | $922K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $2.24M | Buy |
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2019
Q2 | – | Sell |
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2019
Q1 | $1.02M | Sell |
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2018
Q4 | $1.22M | Sell |
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2018
Q3 | $2.09M | Buy |
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2018
Q2 | $1.27M | Sell |
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2018
Q1 | $1.67M | Sell |
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2017
Q4 | $1.62M | Hold |
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2017
Q3 | $1.73M | Hold |
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2017
Q2 | $1.71M | Sell |
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2017
Q1 | $1.67M | Sell |
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2016
Q4 | $1.53M | Buy |
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2016
Q3 | $1.62M | Hold |
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2016
Q2 | $1.72M | Hold |
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2016
Q1 | $1.57M | Buy |
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2015
Q4 | $1.42M | Buy |
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2015
Q3 | $1.1M | Sell |
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2015
Q2 | $1.47M | Hold |
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2015
Q1 | $1.62M | Buy |
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2014
Q4 | $1.66M | Sell |
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2014
Q3 | $1.62M | Buy |
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2014
Q2 | $1.6M | Hold |
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2014
Q1 | $1.48M | Buy |
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2013
Q4 | $1.37M | Hold |
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2013
Q3 | $1.31M | Hold |
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2013
Q2 | $1.25M | Buy |
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