Centennial Wealth Advisory’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,268
| Closed | -$252K | – | 136 |
|
|
2022
Q4 | $252K | Buy |
3,268
+356
| +12% | +$27.5K | 0.14% | 104 |
|
|
2022
Q3 | $218K | Sell |
2,912
-240
| -8% | -$18K | 0.13% | 98 |
|
|
2022
Q2 | $237K | Buy |
3,152
+668
| +27% | +$50.2K | 0.13% | 99 |
|
|
2022
Q1 | $209K | Buy |
+2,484
| New | +$209K | 0.11% | 99 |
|