Hazlett, Burt & Watson’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-159
| Closed | -$11K | – | 728 |
|
|
2024
Q1 | $11K | Hold |
159
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $12K | Hold |
159
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $11K | Buy |
159
+59
| +59% | +$4.08K | 0.01% | 493 |
|
|
2023
Q2 | $7K | Hold |
100
| – | – | 0.01% | 521 |
|
|
2023
Q1 | $8K | Hold |
100
| – | – | 0.01% | 476 |
|
|
2022
Q4 | $8K | Hold |
100
| – | – | 0.01% | 487 |
|
|
2022
Q3 | $7K | Buy |
100
+2
| +2% | +$140 | 0.01% | 489 |
|
|
2022
Q2 | $7K | Hold |
98
| – | – | 0.01% | 485 |
|
|
2022
Q1 | $8K | Buy |
+98
| New | +$8K | 0.01% | 490 |
|