Destiny Wealth Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-98
| Closed | -$7.57K | – | 581 |
|
|
2022
Q4 | $7.57K | Hold |
98
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $7K | Sell |
98
-2,686
| -96% | -$192K | ﹤0.01% | 467 |
|
|
2022
Q2 | $209K | Buy |
+2,784
| New | +$209K | 0.05% | 182 |
|
|
2021
Q2 | – | Sell |
-44
| Closed | -$3K | – | 459 |
|
|
2021
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 503 |
|