WealthTrust Fairport’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 483 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$1K | – | 345 |
|
|
2014
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 446 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 356 |
|
|
2014
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 337 |
|
|
2014
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 285 |
|
|
2013
Q4 | – | Sell |
-26
| Closed | -$1K | – | 400 |
|
|
2013
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 425 |
|