Engrave Wealth Partners’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-924
Closed -$54K 382
2020
Q2
$54K Hold
924
0.05% 111
2020
Q1
$52K Hold
924
0.06% 91
2019
Q4
$69K Buy
+924
New +$69K 0.07% 108