WP Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-734
| Closed | -$462 | – | 144 |
|
|
2019
Q1 | $462 | Buy |
+734
| New | +$462 | 0.05% | 123 |
|
|
2018
Q4 | – | Sell |
-904
| Closed | -$51K | – | 207 |
|
|
2018
Q3 | $51K | Buy |
904
+6
| +0.7% | +$338 | 0.05% | 120 |
|
|
2018
Q2 | $52K | Buy |
+898
| New | +$52K | 0.05% | 124 |
|