SWM
Sequoia Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,966
| Closed | -$291K | – | 44 |
|
|
2019
Q3 | $291K | Buy |
1,966
+45
| +2% | +$6.66K | 0.59% | 42 |
|
|
2019
Q2 | $271K | Sell |
1,921
-18
| -0.9% | -$2.54K | 0.26% | 44 |
|
|
2019
Q1 | $244K | Buy |
1,939
+60
| +3% | +$7.55K | 0.2% | 66 |
|
|
2018
Q4 | $203K | Sell |
1,879
-12
| -0.6% | -$1.3K | 0.2% | 58 |
|
|
2018
Q3 | $215K | Sell |
1,891
-159
| -8% | -$18.1K | 0.18% | 58 |
|
|
2018
Q2 | $216K | Buy |
2,050
+187
| +10% | +$19.7K | 0.23% | 52 |
|
|
2018
Q1 | $207K | Buy |
1,863
+27
| +1% | +$3K | 0.2% | 54 |
|
|
2017
Q4 | $200K | Buy |
+1,836
| New | +$200K | 0.18% | 58 |
|