Kovack Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,872
| Closed | -$216K | – | 609 |
|
|
2022
Q2 | $216K | Buy |
2,872
+2
| +0.1% | +$150 | 0.03% | 547 |
|
|
2022
Q1 | $241K | Buy |
+2,870
| New | +$241K | 0.02% | 599 |
|
|
2021
Q2 | – | Sell |
-3,116
| Closed | -$207K | – | 700 |
|
|
2021
Q1 | $207K | Buy |
+3,116
| New | +$207K | 0.03% | 576 |
|