Winfield Associates’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-230
| Closed | -$13K | – | 579 |
|
|
2017
Q4 | $13K | Hold |
230
| – | – | 0.01% | 389 |
|
|
2017
Q3 | $13K | Hold |
230
| – | – | 0.01% | 381 |
|
|
2017
Q2 | $13K | Hold |
230
| – | – | 0.01% | 366 |
|
|
2017
Q1 | $13K | Hold |
230
| – | – | 0.01% | 356 |
|
|
2016
Q4 | $12K | Buy |
+230
| New | +$12K | 0.01% | 344 |
|