Curi Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-322
| Closed | -$24K | – | 620 |
|
|
2022
Q2 | $24K | Buy |
322
+2
| +0.6% | +$149 | ﹤0.01% | 286 |
|
|
2022
Q1 | $27K | Hold |
320
| – | – | ﹤0.01% | 259 |
|
|
2021
Q4 | $21K | Buy |
+320
| New | +$21K | ﹤0.01% | 248 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$2K | – | 432 |
|
|
2020
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 343 |
|