Evelyn V. Moreno’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 |
-3,544
| Closed | -$241K | – | 149 |
|
|
2023
Q3 | $241K | Buy |
3,544
+218
| +7% | +$14.8K | 0.05% | 121 |
|
|
2023
Q2 | $242K | Sell |
3,326
-920
| -22% | -$67K | 0.05% | 107 |
|
|
2023
Q1 | $321K | Buy |
4,246
+920
| +28% | +$69.5K | 0.07% | 89 |
|
|
2022
Q4 | $257K | Buy |
+3,326
| New | +$257K | 0.06% | 143 |
|