Clearview Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-462
| Closed | -$33.6K | – | 559 |
|
|
2023
Q2 | $33.6K | Hold |
462
| – | – | 0.03% | 218 |
|
|
2023
Q1 | $34.9K | Hold |
462
| – | – | 0.04% | 219 |
|
|
2022
Q4 | $35.7K | Hold |
462
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $35K | Hold |
462
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $35K | Hold |
462
| – | – | 0.03% | 218 |
|
|
2022
Q1 | $39K | Hold |
462
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $31K | Hold |
462
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $29K | Hold |
462
| – | – | 0.02% | 292 |
|
|
2021
Q2 | $31K | Hold |
462
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $31K | Hold |
462
| – | – | 0.02% | 283 |
|
|
2020
Q4 | $29K | Buy |
+462
| New | +$29K | 0.02% | 259 |
|