TrueWealth LLC’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 767 |
|
|
2020
Q1 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 788 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 717 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 686 |
|
|
2019
Q2 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 707 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 714 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 794 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 806 |
|
|
2018
Q1 | $1K | Sell |
12
-530
| -98% | -$44.2K | ﹤0.01% | 773 |
|
|
2017
Q4 | $29K | Buy |
+542
| New | +$29K | 0.01% | 360 |
|