PS
Planned Solutions’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-540
| Closed | -$45.2K | – | 559 |
|
|
2024
Q3 | $45.2K | Buy |
+540
| New | +$45.2K | 0.02% | 312 |
|
|
2024
Q1 | – | Sell |
-464
| Closed | -$34.7K | – | 488 |
|
|
2023
Q4 | $34.7K | Buy |
+464
| New | +$34.7K | 0.02% | 321 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$40K | – | 357 |
|
|
2020
Q4 | $40K | Hold |
315
| – | – | 0.03% | 232 |
|
|
2020
Q3 | $37K | Buy |
+315
| New | +$37K | 0.04% | 178 |
|