WFG Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $38K | Buy |
672
+112
| +20% | +$6.33K | 0.01% | 774 |
|
|
2017
Q1 | $31K | Sell |
560
-102
| -15% | -$5.65K | 0.01% | 790 |
|
|
2016
Q4 | $33K | Buy |
662
+36
| +6% | +$1.8K | 0.01% | 820 |
|
|
2016
Q3 | $34K | Buy |
626
+4
| +0.6% | +$217 | 0.01% | 800 |
|
|
2016
Q2 | $35K | Buy |
622
+4
| +0.6% | +$225 | 0.01% | 791 |
|
|
2016
Q1 | $32K | Buy |
618
+4
| +0.7% | +$207 | 0.01% | 780 |
|
|
2015
Q4 | $29K | Buy |
614
+4
| +0.7% | +$189 | 0.01% | 810 |
|
|
2015
Q3 | $29K | Sell |
610
-676
| -53% | -$32.1K | 0.01% | 783 |
|
|
2015
Q2 | $64K | Buy |
1,286
+1,016
| +376% | +$50.6K | 0.02% | 655 |
|
|
2015
Q1 | $15K | Sell |
270
-610
| -69% | -$33.9K | ﹤0.01% | 1080 |
|
|
2014
Q4 | $49K | Buy |
880
+2
| +0.2% | +$111 | 0.01% | 891 |
|
|
2014
Q3 | $46K | Buy |
878
+24
| +3% | +$1.26K | 0.01% | 953 |
|
|
2014
Q2 | $45K | Buy |
854
+4
| +0.5% | +$211 | 0.01% | 952 |
|
|
2014
Q1 | $41K | Sell |
850
-522
| -38% | -$25.2K | 0.01% | 993 |
|
|
2013
Q4 | $62K | Buy |
1,372
+160
| +13% | +$7.23K | 0.01% | 914 |
|
|
2013
Q3 | $52K | Buy |
1,212
+564
| +87% | +$24.2K | 0.01% | 915 |
|
|
2013
Q2 | $26K | Buy |
+648
| New | +$26K | ﹤0.01% | 1116 |
|