Atlas Private Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-492
| Closed | -$33K | – | 338 |
|
|
2021
Q1 | $33K | Sell |
492
-94
| -16% | -$6.31K | 0.02% | 222 |
|
|
2020
Q4 | $37K | Hold |
586
| – | – | 0.03% | 216 |
|
|
2020
Q3 | $35K | Buy |
586
+186
| +47% | +$11.1K | 0.03% | 210 |
|
|
2020
Q2 | $23K | Hold |
400
| – | – | 0.02% | 260 |
|
|
2020
Q1 | $23K | Hold |
400
| – | – | 0.02% | 237 |
|
|
2019
Q4 | $30K | Buy |
+400
| New | +$30K | 0.02% | 243 |
|