First Trust Direct Indexing’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.32M | Sell |
|
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|
2023
Q4 | $1.41M | Buy |
|
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $769K | Sell |
|
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $658K | Buy |
|
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|
2022
Q2 | $657K | Buy |
|
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $540K | Sell |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $353K | Buy |
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