Bedel Financial Consulting’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-78
| Closed | -$7K | – | 795 |
|
|
2022
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 736 |
|
|
2021
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 787 |
|
|
2021
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 785 |
|
|
2021
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 754 |
|
|
2020
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 659 |
|
|
2020
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 620 |
|
|
2020
Q2 | $5K | Sell |
78
-200
| -72% | -$12.8K | ﹤0.01% | 591 |
|
|
2020
Q1 | $16K | Buy |
278
+200
| +256% | +$11.5K | 0.01% | 418 |
|
|
2019
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 571 |
|
|
2019
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 553 |
|