Foresight Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,108
| Closed | -$1.43M | – | 88 |
|
|
2022
Q3 | $1.43M | Buy |
19,108
+790
| +4% | +$59.2K | 0.33% | 23 |
|
|
2022
Q2 | $1.38M | Buy |
18,318
+1,032
| +6% | +$77.5K | 0.28% | 26 |
|
|
2022
Q1 | $1.45M | Buy |
17,286
+3,576
| +26% | +$301K | 0.27% | 29 |
|
|
2021
Q4 | $907K | Buy |
13,710
+788
| +6% | +$52.1K | 0.01% | 42 |
|
|
2021
Q3 | $817K | Sell |
12,922
-264
| -2% | -$16.7K | 0.16% | 44 |
|
|
2021
Q2 | $873K | Buy |
13,186
+2,080
| +19% | +$138K | 0.19% | 45 |
|
|
2021
Q1 | $736K | Buy |
11,106
+4,254
| +62% | +$282K | 0.19% | 50 |
|
|
2020
Q4 | $437K | Buy |
+6,852
| New | +$437K | 0.12% | 70 |
|