Bellecapital’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 |
-5,352
| Closed | -$405K | – | 194 |
|
|
2023
Q1 | $405K | Buy |
5,352
+996
| +23% | +$75.3K | 0.1% | 124 |
|
|
2022
Q4 | $337K | Buy |
4,356
+904
| +26% | +$69.9K | 0.09% | 136 |
|
|
2022
Q3 | $259K | Buy |
+3,452
| New | +$259K | 0.08% | 160 |
|
|
2020
Q2 | – | Sell |
-3,954
| Closed | -$223K | – | 176 |
|
|
2020
Q1 | $223K | Buy |
+3,954
| New | +$223K | 0.14% | 123 |
|