Intercontinental Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $231K | Buy |
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