Cassady Schiller Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.93K | Buy |
+79
| New | +$6.93K | ﹤0.01% | 374 |
|
|
2023
Q4 | – | Sell |
-388
| Closed | -$26.4K | – | 459 |
|
|
2023
Q3 | $26.4K | Hold |
388
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $28.2K | Buy |
+388
| New | +$28.2K | 0.02% | 255 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 529 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 638 |
|