Pathstone Family Office’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $11K | Buy |
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