BRA
Biechele Royce Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $262K | Hold |
3,130
| – | – | 0.09% | 50 |
|
|
2024
Q2 | $238K | Hold |
3,130
| – | – | 0.08% | 50 |
|
|
2024
Q1 | $225K | Sell |
3,130
-120
| -4% | -$8.63K | 0.07% | 55 |
|
|
2023
Q4 | $243K | Sell |
3,250
-128
| -4% | -$9.57K | 0.08% | 56 |
|
|
2023
Q3 | $230K | Buy |
3,378
+1,753
| +108% | +$119K | 0.08% | 63 |
|
|
2023
Q2 | $237K | Buy |
+1,625
| New | +$237K | 0.08% | 66 |
|