BWA
BDO Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $607K | Buy |
4,169
+123
| +3% | +$17.9K | 0.07% | 160 |
|
|
2023
Q1 | $612K | Sell |
4,046
-276
| -6% | -$41.7K | 0.08% | 155 |
|
|
2022
Q4 | $668K | Buy |
4,322
+324
| +8% | +$50.1K | 0.08% | 155 |
|
|
2022
Q3 | $599K | Sell |
3,998
-309
| -7% | -$46.3K | 0.08% | 156 |
|
|
2022
Q2 | $647K | Sell |
4,307
-102
| -2% | -$15.3K | 0.08% | 152 |
|
|
2022
Q1 | $741K | Buy |
4,409
+211
| +5% | +$35.5K | 0.08% | 153 |
|
|
2021
Q4 | $555K | Buy |
4,198
+80
| +2% | +$10.6K | 0.06% | 174 |
|
|
2021
Q3 | $521K | Buy |
4,118
+314
| +8% | +$39.7K | 0.06% | 178 |
|
|
2021
Q2 | $504K | Buy |
3,804
+373
| +11% | +$49.4K | 0.06% | 187 |
|
|
2021
Q1 | $455K | Buy |
3,431
+29
| +0.9% | +$3.85K | 0.05% | 188 |
|
|
2020
Q4 | $433K | Buy |
3,402
+47
| +1% | +$5.98K | 0.06% | 155 |
|
|
2020
Q3 | $397K | Buy |
+3,355
| New | +$397K | 0.06% | 150 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$1K | – | 763 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 722 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 616 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 472 |
|