Security National Trust’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50
| Closed | -$3K | – | 469 |
|
|
2020
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 433 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$5K | – | 401 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2017
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 383 |
|
|
2016
Q1 | – | Sell |
-26
| Closed | -$1K | – | 483 |
|
|
2015
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 475 |
|
|
2014
Q4 | – | Sell |
-108
| Closed | -$6K | – | 519 |
|
|
2014
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 456 |
|
|
2014
Q2 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 458 |
|