Western Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,598
| Closed | -$316K | – | 434 |
|
|
2020
Q1 | $316K | Buy |
5,598
+1,942
| +53% | +$110K | 0.07% | 258 |
|
|
2019
Q4 | $277K | Buy |
+3,656
| New | +$277K | 0.04% | 328 |
|
|
2019
Q3 | – | Sell |
-3,638
| Closed | -$249K | – | 415 |
|
|
2019
Q2 | $249K | Buy |
+3,638
| New | +$249K | 0.03% | 343 |
|