Univest Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-43,700
| Closed | -$2.78M | – | 109 |
|
|
2020
Q4 | $2.78M | Sell |
43,700
-1,254
| -3% | -$79.9K | 0.81% | 44 |
|
|
2020
Q3 | $2.66M | Sell |
44,954
-720
| -2% | -$42.6K | 0.84% | 46 |
|
|
2020
Q2 | $2.68M | Buy |
45,674
+11,816
| +35% | +$693K | 0.88% | 45 |
|
|
2020
Q1 | $1.91M | Buy |
+33,858
| New | +$1.91M | 0.76% | 47 |
|