Kiely Wealth Advisory Group’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6.41K Hold
78
﹤0.01% 235
2024
Q3
$7.2K Hold
78
﹤0.01% 224
2024
Q2
$6.07K Buy
78
+24
+44% +$1.87K ﹤0.01% 222
2024
Q1
$3.89K Hold
54
﹤0.01% 227
2023
Q4
$3.84K Buy
+54
New +$3.84K ﹤0.01% 220