GYL Financial Synergies’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $504K | Buy |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $312K | Sell |
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|
2019
Q3 | $692K | Buy |
|