PDL
Portfolio Design Labs’s Sempra SRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Sell |
4,175
-1,732
| -29% | -$131K | 0.06% | 123 |
|
2025
Q1 | $422K | Sell |
5,907
-19,200
| -76% | -$1.37M | 0.09% | 134 |
|
2024
Q4 | $2.2M | Buy |
25,107
+4,924
| +24% | +$432K | 0.45% | 78 |
|
2024
Q3 | $1.69M | Sell |
20,183
-23,225
| -54% | -$1.94M | 0.47% | 76 |
|
2024
Q2 | $3.3M | Buy |
43,408
+4,429
| +11% | +$337K | 1.02% | 29 |
|
2024
Q1 | $2.8M | Buy |
+38,979
| New | +$2.8M | 0.94% | 38 |
|