Financial Synergies Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$575 | – | 417 |
|
|
2024
Q1 | $575 | Buy |
8
+4
| +100% | +$288 | ﹤0.01% | 450 |
|
|
2023
Q4 | $619 | Sell |
4
-4
| -50% | -$619 | ﹤0.01% | 364 |
|
|
2023
Q3 | $545 | Hold |
8
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $583 | Hold |
8
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $605 | Hold |
8
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $619 | Hold |
8
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $600 | Hold |
8
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $602 | Buy |
+8
| New | +$602 | ﹤0.01% | 362 |
|