B. Riley Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.08K | Sell |
14,314
-9,524
| -40% | -$715 | ﹤0.01% | 289 |
|
2022
Q1 | $2M | Sell |
23,838
-618
| -3% | -$52K | 0.15% | 137 |
|
2021
Q4 | $1.62M | Sell |
24,456
-4,138
| -14% | -$274K | 0.11% | 171 |
|
2021
Q3 | $1.81M | Buy |
28,594
+582
| +2% | +$36.8K | 0.14% | 152 |
|
2021
Q2 | $1.86M | Sell |
28,012
-1,550
| -5% | -$103K | 0.21% | 109 |
|
2021
Q1 | $1.96M | Sell |
29,562
-1,490
| -5% | -$98.8K | 0.23% | 100 |
|
2020
Q4 | $1.98M | Sell |
31,052
-1,680
| -5% | -$107K | 0.26% | 93 |
|
2020
Q3 | $1.94M | Sell |
32,732
-8,660
| -21% | -$512K | 0.23% | 95 |
|
2020
Q2 | $2.43M | Sell |
41,392
-1,732
| -4% | -$102K | 0.27% | 95 |
|
2020
Q1 | $2.44M | Buy |
+43,124
| New | +$2.44M | 0.26% | 95 |
|