Wealthfront’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $482K | Sell |
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|
2017
Q3 | $530K | Sell |
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|
2017
Q2 | $615K | Buy |
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|
2017
Q1 | $501K | Buy |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $411K | Buy |
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|
2016
Q2 | $382K | Buy |
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|
2016
Q1 | $320K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $162K | Sell |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $266K | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | $173K | Buy |
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|
2014
Q1 | $116K | Buy |
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