Balboa Wealth Partners’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,932	Closed	-$222K	–	339
2023 Q1	$222K	Sell	2,932 -1,394	-32%	-$105K	0.08%	207
2022 Q4	$334K	Sell	4,326 -422	-9%	-$32.6K	0.15%	143
2022 Q3	$356K	Buy	+4,748	New	+$356K	0.16%	119