Horan Securities’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34
| Closed | -$2.48K | – | 588 |
|
|
2023
Q2 | $2.48K | Hold |
34
| – | – | ﹤0.01% | 552 |
|
|
2023
Q1 | $2.57K | Hold |
34
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $2.63K | Hold |
34
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 508 |
|
|
2022
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 459 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $2K | Sell |
34
-6
| -15% | -$353 | ﹤0.01% | 374 |
|
|
2020
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 346 |
|