Crewe Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-559
| Closed | -$46.8K | – | 784 |
|
|
2024
Q3 | $46.8K | Buy |
559
+6
| +1% | +$502 | 0.01% | 304 |
|
|
2024
Q2 | $42.1K | Sell |
553
-109
| -16% | -$8.29K | ﹤0.01% | 398 |
|
|
2024
Q1 | $47.6K | Buy |
+662
| New | +$47.6K | 0.01% | 367 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$4.64K | – | 1014 |
|
|
2022
Q4 | $4.64K | Sell |
60
-204
| -77% | -$15.8K | ﹤0.01% | 688 |
|
|
2022
Q3 | $20K | Buy |
264
+86
| +48% | +$6.52K | ﹤0.01% | 465 |
|
|
2022
Q2 | $13K | Buy |
+178
| New | +$13K | ﹤0.01% | 540 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$2K | – | 628 |
|
|
2020
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 533 |
|