FSA Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,320
| Closed | -$84K | – | 210 |
|
|
2020
Q4 | $84K | Buy |
+1,320
| New | +$84K | 0.04% | 94 |
|
|
2020
Q3 | – | Sell |
-1,320
| Closed | -$77K | – | 312 |
|
|
2020
Q2 | $77K | Hold |
1,320
| – | – | 0.05% | 93 |
|
|
2020
Q1 | $75K | Hold |
1,320
| – | – | 0.06% | 85 |
|
|
2019
Q4 | $100K | Buy |
+1,320
| New | +$100K | 0.07% | 91 |
|