MFT
Moisand Fitzgerald Tamayo’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-66
| Closed | -$4.49K | – | 806 |
|
|
2023
Q3 | $4.49K | Buy |
66
+33
| +100% | +$2.25K | ﹤0.01% | 445 |
|
|
2023
Q2 | $4.81K | Hold |
33
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $4.99K | Hold |
33
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $5.1K | Buy |
33
+18
| +120% | +$2.78K | ﹤0.01% | 410 |
|
|
2022
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 539 |
|
|
2018
Q1 | – | Sell |
-67
| Closed | -$7K | – | 338 |
|
|
2017
Q4 | $7K | Hold |
67
| – | – | ﹤0.01% | 206 |
|
|
2017
Q3 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 217 |
|