Polaris Wealth Advisory Group’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 | $351K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $139K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $59K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1.03K | Hold |
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|
2013
Q2 | $981 | Buy |
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