BA
Bellwether Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,205
| Closed | -$804K | – | 562 |
|
|
2022
Q4 | $804K | Buy |
+5,205
| New | +$804K | 0.23% | 81 |
|
|
2022
Q3 | – | Sell |
-19,733
| Closed | -$2.97M | – | 531 |
|
|
2022
Q2 | $2.97M | Buy |
19,733
+12,395
| +169% | +$1.86M | 0.95% | 25 |
|
|
2022
Q1 | $1.23M | Buy |
+7,338
| New | +$1.23M | 0.37% | 56 |
|
|
2021
Q4 | – | Sell |
-3,452
| Closed | -$436K | – | 616 |
|
|
2021
Q3 | $436K | Buy |
+3,452
| New | +$436K | 0.15% | 113 |
|