Drive Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,726
| Closed | -$325K | – | 320 |
|
|
2023
Q3 | $325K | Sell |
4,726
-1,476
| -24% | -$101K | 0.12% | 161 |
|
|
2023
Q2 | $452K | Sell |
6,202
-692
| -10% | -$50.4K | 0.17% | 122 |
|
|
2023
Q1 | $525K | Sell |
6,894
-884
| -11% | -$67.4K | 0.22% | 110 |
|
|
2022
Q4 | $606K | Buy |
+7,778
| New | +$606K | 0.3% | 81 |
|