Squar Milner Financial Services’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 |
-1,722
| Closed | -$97K | – | 662 |
|
|
2020
Q1 | $97K | Buy |
1,722
+150
| +10% | +$8.45K | 0.06% | 269 |
|
|
2019
Q4 | $119K | Buy |
+1,572
| New | +$119K | 0.06% | 288 |
|
|
2019
Q3 | – | Sell |
-1,572
| Closed | -$108K | – | 644 |
|
|
2019
Q2 | $108K | Hold |
1,572
| – | – | 0.07% | 267 |
|
|
2019
Q1 | $98K | Hold |
1,572
| – | – | 0.07% | 260 |
|
|
2018
Q4 | $85K | Hold |
1,572
| – | – | 0.08% | 241 |
|
|
2018
Q3 | $89K | Sell |
1,572
-244
| -13% | -$13.8K | 0.08% | 253 |
|
|
2018
Q2 | $105K | Buy |
+1,816
| New | +$105K | 0.09% | 248 |
|