Leo H. Evart Inc’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $349K | Hold |
5,130
| – | – | 0.54% | 27 |
|
2023
Q2 | $373K | Hold |
5,130
| – | – | 0.52% | 27 |
|
2023
Q1 | $388K | Hold |
5,130
| – | – | 0.57% | 25 |
|
2022
Q4 | $396K | Hold |
5,130
| – | – | 0.6% | 23 |
|
2022
Q3 | $385K | Hold |
5,130
| – | – | 0.59% | 24 |
|
2022
Q2 | $385K | Hold |
5,130
| – | – | 0.47% | 26 |
|
2022
Q1 | $431K | Hold |
5,130
| – | – | 0.45% | 26 |
|
2021
Q4 | $339K | Buy |
+5,130
| New | +$339K | 0.33% | 32 |
|