Pinnacle Wealth Planning Services’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,426
Closed -$204K 468
2022
Q1
$204K Buy
+2,426
New +$204K 0.04% 370
2021
Q1
Sell
-1,482
Closed -$95K 1713
2020
Q4
$95K Buy
+1,482
New +$95K 0.02% 489