Leelyn Smith’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-460
| Closed | -$35.5K | – | 383 |
|
|
2022
Q4 | $35.5K | Sell |
460
-60
| -12% | -$4.64K | 0.01% | 204 |
|
|
2022
Q3 | $39K | Hold |
520
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $39K | Buy |
520
+380
| +271% | +$28.5K | 0.01% | 206 |
|
|
2022
Q1 | $12K | Sell |
140
-200
| -59% | -$17.1K | ﹤0.01% | 272 |
|
|
2021
Q4 | $22K | Hold |
340
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $22K | Buy |
+340
| New | +$22K | 0.01% | 232 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1 | – | 350 |
|
|
2019
Q4 | $1 | Buy |
+16
| New | +$1 | ﹤0.01% | 311 |
|