LWMM
Legacy Wealth Management (Mississippi)’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,652
| Closed | -$1.54M | – | 102 |
|
|
2021
Q4 | $1.54M | Buy |
11,652
+105
| +0.9% | +$13.9K | 0.79% | 36 |
|
|
2021
Q3 | $1.46M | Buy |
11,547
+390
| +3% | +$49.3K | 0.78% | 38 |
|
|
2021
Q2 | $1.48M | Buy |
11,157
+2,205
| +25% | +$292K | 0.82% | 36 |
|
|
2021
Q1 | $1.19M | Hold |
8,952
| – | – | 0.72% | 45 |
|
|
2020
Q4 | $1.14M | Sell |
8,952
-260
| -3% | -$33.1K | 0.72% | 42 |
|
|
2020
Q3 | $1.09M | Buy |
9,212
+1,192
| +15% | +$141K | 0.75% | 42 |
|
|
2020
Q2 | $940K | Buy |
8,020
+135
| +2% | +$15.8K | 0.72% | 44 |
|
|
2020
Q1 | $891K | Buy |
7,885
+3,216
| +69% | +$363K | 0.83% | 40 |
|
|
2019
Q4 | $707K | Buy |
+4,669
| New | +$707K | 0.62% | 49 |
|