Jackson Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,588
| Closed | -$2.09M | – | 135 |
|
|
2023
Q1 | $2.09M | Buy |
27,588
+924
| +3% | +$69.8K | 1.57% | 19 |
|
|
2022
Q4 | $2.06M | Sell |
26,664
-1,354
| -5% | -$105K | 0.76% | 42 |
|
|
2022
Q3 | $2.1M | Buy |
28,018
+17,220
| +159% | +$1.29M | 0.41% | 57 |
|
|
2022
Q2 | $811K | Sell |
10,798
-16,774
| -61% | -$1.26M | 0.38% | 61 |
|
|
2022
Q1 | $2.32M | Buy |
+27,572
| New | +$2.32M | 0.32% | 73 |
|
|
2015
Q1 | – | Sell |
-3,702
| Closed | -$206K | – | 134 |
|
|
2014
Q4 | $206K | Buy |
+3,702
| New | +$206K | 0.07% | 113 |
|