BerganKDV Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.17K | Sell |
16
-32
| -67% | -$2.33K | ﹤0.01% | 742 |
|
|
2023
Q1 | $3.55K | Buy |
48
+6
| +14% | +$444 | ﹤0.01% | 747 |
|
|
2022
Q4 | $3.32K | Sell |
42
-210
| -83% | -$16.6K | ﹤0.01% | 737 |
|
|
2022
Q3 | $19K | Hold |
252
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $19K | Hold |
252
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $21K | Hold |
252
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $17K | Hold |
252
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $16K | Sell |
252
-48
| -16% | -$3.05K | ﹤0.01% | 565 |
|
|
2021
Q2 | $20K | Buy |
300
+48
| +19% | +$3.2K | ﹤0.01% | 521 |
|
|
2021
Q1 | $17K | Hold |
252
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $16K | Hold |
252
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $15K | Sell |
252
-210
| -45% | -$12.5K | ﹤0.01% | 458 |
|
|
2020
Q2 | $27K | Buy |
462
+144
| +45% | +$8.42K | ﹤0.01% | 425 |
|
|
2020
Q1 | $18K | Hold |
318
| – | – | ﹤0.01% | 434 |
|
|
2019
Q4 | $24K | Buy |
318
+102
| +47% | +$7.7K | ﹤0.01% | 424 |
|
|
2019
Q3 | $16K | Hold |
216
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $15K | Hold |
216
| – | – | ﹤0.01% | 471 |
|
|
2019
Q1 | $14K | Hold |
216
| – | – | ﹤0.01% | 485 |
|
|
2018
Q4 | $12K | Hold |
216
| – | – | ﹤0.01% | 458 |
|
|
2018
Q3 | $12K | Hold |
216
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $13K | Buy |
+216
| New | +$13K | ﹤0.01% | 470 |
|