Janiczek Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $56K | Buy |
737
+111
| +18% | +$8.44K | 0.01% | 384 |
|
|
2024
Q1 | $45K | Hold |
626
| – | – | 0.01% | 422 |
|
|
2023
Q4 | $46.8K | Buy |
626
+68
| +12% | +$5.08K | 0.01% | 397 |
|
|
2023
Q3 | $38K | Hold |
558
| – | – | 0.01% | 404 |
|
|
2023
Q2 | $40.6K | Hold |
558
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $42.7K | Sell |
558
-4
| -0.7% | -$306 | 0.01% | 332 |
|
|
2022
Q4 | $45.2K | Hold |
562
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $41K | Hold |
562
| – | – | 0.01% | 332 |
|
|
2022
Q2 | $47K | Hold |
562
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $47K | Hold |
562
| – | – | 0.01% | 310 |
|
|
2021
Q4 | $37K | Sell |
562
-16
| -3% | -$1.05K | 0.01% | 364 |
|
|
2021
Q3 | $37K | Buy |
578
+4
| +0.7% | +$256 | 0.01% | 343 |
|
|
2021
Q2 | $38K | Sell |
574
-18
| -3% | -$1.19K | 0.01% | 308 |
|
|
2021
Q1 | $39K | Buy |
592
+30
| +5% | +$1.98K | 0.02% | 277 |
|
|
2020
Q4 | $36K | Buy |
562
+28
| +5% | +$1.79K | 0.02% | 256 |
|
|
2020
Q3 | $32K | Hold |
534
| – | – | 0.02% | 119 |
|
|
2020
Q2 | $31K | Hold |
534
| – | – | 0.02% | 103 |
|
|
2020
Q1 | $30K | Hold |
534
| – | – | 0.02% | 75 |
|
|
2019
Q4 | $40K | Hold |
534
| – | – | 0.02% | 71 |
|
|
2019
Q3 | $39K | Sell |
534
-534
| -50% | -$39K | 0.02% | 75 |
|
|
2019
Q2 | $73K | Hold |
1,068
| – | – | 0.03% | 60 |
|
|
2019
Q1 | $67K | Buy |
+1,068
| New | +$67K | 0.03% | 69 |
|