Aurora Private Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,028
| Closed | -$448K | – | 233 |
|
|
2020
Q4 | $448K | Buy |
7,028
+46
| +0.7% | +$2.93K | 0.19% | 115 |
|
|
2020
Q3 | $413K | Buy |
6,982
+46
| +0.7% | +$2.72K | 0.18% | 108 |
|
|
2020
Q2 | $407K | Sell |
6,936
-5,842
| -46% | -$343K | 0.19% | 101 |
|
|
2020
Q1 | $722K | Buy |
12,778
+4,900
| +62% | +$277K | 0.25% | 89 |
|
|
2019
Q4 | $597K | Buy |
+7,878
| New | +$597K | 0.21% | 80 |
|