Ranch Capital Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$4K | – | 523 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 570 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 785 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 769 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 770 |
|
|
2020
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 767 |
|
|
2019
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 792 |
|