Security National Bank’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-22,418
| Closed | -$1.2M | – | 66 |
|
|
2017
Q4 | $1.2M | Buy |
22,418
+290
| +1% | +$15.5K | 0.78% | 42 |
|
|
2017
Q3 | $1.26M | Buy |
22,128
+82
| +0.4% | +$4.68K | 0.86% | 44 |
|
|
2017
Q2 | $1.24M | Buy |
22,046
+966
| +5% | +$54.5K | 0.91% | 43 |
|
|
2017
Q1 | $1.16M | Buy |
+21,080
| New | +$1.16M | 0.87% | 45 |
|