SHA
Smith Hayes Advisers’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,540
| Closed | -$266K | – | 297 |
|
|
2014
Q2 | $266K | Sell |
2,540
-100
| -4% | -$10.5K | 0.06% | 245 |
|
|
2014
Q1 | $255K | Sell |
2,640
-100
| -4% | -$9.66K | 0.06% | 241 |
|
|
2013
Q4 | $246K | Sell |
2,740
-200
| -7% | -$18K | 0.08% | 221 |
|
|
2013
Q3 | $252K | Sell |
2,940
-200
| -6% | -$17.1K | 0.1% | 202 |
|
|
2013
Q2 | $257K | Buy |
+3,140
| New | +$257K | 0.11% | 195 |
|