Welch Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,402
| Closed | -$119K | – | 153 |
|
|
2015
Q2 | $119K | Hold |
2,402
| – | – | 0.02% | 132 |
|
|
2015
Q1 | $131 | Hold |
2,402
| – | – | 0.02% | 132 |
|
|
2014
Q4 | $134K | Buy |
2,402
+2
| +0.1% | +$112 | 0.03% | 129 |
|
|
2014
Q3 | $127K | Hold |
2,400
| – | – | 0.03% | 129 |
|
|
2014
Q2 | $126K | Buy |
+2,400
| New | +$126K | 0.03% | 133 |
|