Wealthspire Advisors (Maryland)’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $232K | Buy |
+3,924
| New | +$232K | 0.01% | 412 |
|
|
2020
Q1 | – | Sell |
-2,644
| Closed | -$200K | – | 501 |
|
|
2019
Q4 | $200K | Buy |
+2,644
| New | +$200K | 0.01% | 473 |
|
|
2019
Q2 | – | Sell |
-2,272
| Closed | -$143K | – | 1839 |
|
|
2019
Q1 | $143K | Sell |
2,272
-12
| -0.5% | -$755 | 0.01% | 533 |
|
|
2018
Q4 | $124K | Buy |
2,284
+528
| +30% | +$28.7K | 0.01% | 541 |
|
|
2018
Q3 | $100K | Sell |
1,756
-122
| -6% | -$6.95K | 0.01% | 682 |
|
|
2018
Q2 | $109K | Sell |
1,878
-138
| -7% | -$8.01K | 0.01% | 673 |
|
|
2018
Q1 | $112K | Buy |
2,016
+134
| +7% | +$7.44K | 0.01% | 673 |
|
|
2017
Q4 | $101K | Buy |
1,882
+342
| +22% | +$18.4K | 0.01% | 712 |
|
|
2017
Q3 | $88K | Sell |
1,540
-314
| -17% | -$17.9K | 0.01% | 761 |
|
|
2017
Q2 | $105K | Buy |
1,854
+404
| +28% | +$22.9K | 0.01% | 681 |
|
|
2017
Q1 | $80K | Buy |
1,450
+246
| +20% | +$13.6K | 0.01% | 667 |
|
|
2016
Q4 | $61K | Sell |
1,204
-48
| -4% | -$2.43K | 0.01% | 721 |
|
|
2016
Q3 | $67K | Buy |
1,252
+88
| +8% | +$4.71K | 0.01% | 701 |
|
|
2016
Q2 | $66K | Sell |
1,164
-312
| -21% | -$17.7K | 0.01% | 657 |
|
|
2016
Q1 | $77K | Buy |
1,476
+292
| +25% | +$15.2K | 0.01% | 593 |
|
|
2015
Q4 | $56K | Buy |
+1,184
| New | +$56K | 0.01% | 685 |
|