WEC
Winslow Evans & Crocker’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 926 |
|
|
2020
Q2 | $4K | Sell |
35
-701
| -95% | -$80.1K | ﹤0.01% | 939 |
|
|
2020
Q1 | $84K | Buy |
736
+700
| +1,944% | +$79.9K | 0.03% | 352 |
|
|
2019
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 953 |
|
|
2019
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 938 |
|
|
2019
Q2 | $6K | Sell |
36
-50
| -58% | -$8.33K | ﹤0.01% | 953 |
|
|
2019
Q1 | $14K | Sell |
86
-2,688
| -97% | -$438K | ﹤0.01% | 750 |
|
|
2018
Q4 | $302K | Buy |
2,774
+2,688
| +3,126% | +$293K | 0.1% | 206 |
|
|
2018
Q3 | $10K | Hold |
86
| – | – | ﹤0.01% | 806 |
|
|
2018
Q2 | $12K | Sell |
86
-250
| -74% | -$34.9K | ﹤0.01% | 778 |
|
|
2018
Q1 | $37.2K | Hold |
336
| – | – | 0.01% | 541 |
|
|
2017
Q4 | $35.7K | Hold |
336
| – | – | 0.01% | 552 |
|
|
2017
Q3 | $38.1K | Buy |
336
+2
| +0.6% | +$227 | 0.01% | 537 |
|
|
2017
Q2 | $37.7K | Sell |
334
-102
| -23% | -$11.5K | 0.01% | 615 |
|
|
2017
Q1 | $48K | Hold |
436
| – | – | 0.02% | 543 |
|
|
2016
Q4 | $43.7K | Hold |
436
| – | – | 0.01% | 563 |
|
|
2016
Q3 | $46.5K | Hold |
436
| – | – | 0.01% | 553 |
|
|
2016
Q2 | $49.5K | Buy |
436
+2
| +0.5% | +$227 | 0.01% | 515 |
|
|
2016
Q1 | $45.2K | Hold |
434
| – | – | 0.01% | 525 |
|
|
2015
Q4 | $40.8K | Sell |
434
-50
| -10% | -$4.7K | 0.01% | 574 |
|
|
2015
Q3 | $46.8K | Hold |
484
| – | – | 0.01% | 524 |
|
|
2015
Q2 | $47.9K | Hold |
484
| – | – | 0.01% | 559 |
|
|
2015
Q1 | $52.8K | Hold |
484
| – | – | 0.01% | 537 |
|
|
2014
Q4 | $53.9K | Hold |
484
| – | – | 0.02% | 522 |
|
|
2014
Q3 | $51K | Hold |
484
| – | – | 0.01% | 553 |
|
|
2014
Q2 | $50.7K | Sell |
484
-86
| -15% | -$9.01K | 0.02% | 496 |
|
|
2014
Q1 | $55.2K | Hold |
570
| – | – | 0.02% | 473 |
|
|
2013
Q4 | $51K | Buy |
+570
| New | +$51K | 0.02% | 511 |
|