Connectus Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-17,872
| Closed | -$1.35M | – | 509 |
|
2022
Q3 | $1.35M | Buy |
17,872
+1,088
| +6% | +$81.9K | 0.03% | 298 |
|
2022
Q2 | $1.27M | Sell |
16,784
-11,384
| -40% | -$859K | 0.03% | 244 |
|
2022
Q1 | $1.87M | Sell |
28,168
-530
| -2% | -$35.1K | 0.06% | 173 |
|
2021
Q4 | $1.9M | Buy |
+28,698
| New | +$1.9M | 0.07% | 147 |
|