DB Wealth Management Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $296K | Hold |
|
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $307K | Buy |
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