Transamerica Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-364
| Closed | -$19K | – | 670 |
|
|
2016
Q1 | $19K | Hold |
364
| – | – | ﹤0.01% | 492 |
|
|
2015
Q4 | $18K | Sell |
364
-90
| -20% | -$4.45K | ﹤0.01% | 542 |
|
|
2015
Q3 | $22K | Buy |
454
+204
| +82% | +$9.89K | ﹤0.01% | 494 |
|
|
2015
Q2 | $13K | Buy |
250
+160
| +178% | +$8.32K | ﹤0.01% | 601 |
|
|
2015
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 709 |
|