Summit Wealth & Retirement Planning, Inc. Sempra Energy Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 10, 2020	SELL	$114.5 - $134.66 $411,169 - $483,564	-3,591 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$103.71 - $134.79 $311 - $404	3 Added 0.08%	3,591 $421,000
Q1 2020 May 11, 2020	BUY	$88.62 - $161.13 $177 - $322	2 Added 0.06%	3,588 $405,000
Q4 2019 Feb 10, 2020	BUY	$141.17 - $152.03 $282 - $304	2 Added 0.06%	3,586 $543,000
Q3 2019 Nov 12, 2019	SELL	$132.12 - $147.61 $36,068 - $40,297	-273 Reduced 7.08%	3,584 $529,000
Q2 2019 Aug 06, 2019	BUY	$125.38 - $141.04 $376 - $423	3 Added 0.08%	3,857 $530,000
Q1 2019 May 08, 2019	SELL	$106.76 - $126.07 $53,807 - $63,539	-504 Reduced 11.56%	3,854 $485,000
Q4 2018 Feb 08, 2019	BUY	$107.27 - $118.49 $467,482 - $516,379	4,358 New	4,358 $471,000

1,134

556M

818K

320K

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $26B
Description
Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.