HC Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $25K | Hold |
334
| – | – | 0.02% | 173 |
|
2022
Q1 | $28K | Hold |
334
| – | – | 0.02% | 173 |
|
2021
Q4 | $22K | Hold |
334
| – | – | 0.01% | 195 |
|
2021
Q3 | $21K | Hold |
334
| – | – | 0.01% | 189 |
|
2021
Q2 | $22K | Hold |
334
| – | – | 0.01% | 182 |
|
2021
Q1 | $22K | Hold |
334
| – | – | 0.01% | 184 |
|
2020
Q4 | $21K | Hold |
334
| – | – | 0.01% | 193 |
|
2020
Q3 | $20K | Hold |
334
| – | – | 0.01% | 184 |
|
2020
Q2 | $20K | Hold |
334
| – | – | 0.02% | 176 |
|
2020
Q1 | $19K | Buy |
+334
| New | +$19K | 0.02% | 181 |
|