IDA
Intelligence Driven Advisers’s Sempra SRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,514
| Closed | -$232K | – | 109 |
|
2023
Q1 | $232K | Hold |
1,514
| – | – | 0.04% | 81 |
|
2022
Q4 | $234K | Hold |
1,514
| – | – | 0.04% | 87 |
|
2022
Q3 | $225K | Buy |
+1,514
| New | +$225K | 0.05% | 100 |
|
2022
Q2 | – | Sell |
-1,579
| Closed | -$265K | – | 101 |
|
2022
Q1 | $265K | Buy |
+1,579
| New | +$265K | 0.05% | 81 |
|