Institute for Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,662
| Closed | -$224K | – | 551 |
|
|
2022
Q1 | $224K | Buy |
+2,662
| New | +$224K | 0.04% | 489 |
|
|
2020
Q1 | – | Sell |
-3,150
| Closed | -$239K | – | 644 |
|
|
2019
Q4 | $239K | Buy |
3,150
+2
| +0.1% | +$152 | 0.05% | 393 |
|
|
2019
Q3 | $232K | Sell |
3,148
-22
| -0.7% | -$1.62K | 0.06% | 371 |
|
|
2019
Q2 | $218K | Buy |
+3,170
| New | +$218K | 0.05% | 416 |
|