MPS Loria Financial Planners’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-478
Closed -$31K 496
2021
Q1
$31K Hold
478
0.01% 204
2020
Q4
$30K Buy
+478
New +$30K 0.01% 204
2017
Q3
Sell
-900
Closed -$53K 291
2017
Q2
$53K Buy
+900
New +$53K 0.04% 146