RBA Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $804K | Sell |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $939K | Sell |
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|
2022
Q3 | $961K | Sell |
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|
2022
Q2 | $973K | Buy |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $846K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $2.97M | Sell |
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|
2019
Q3 | $2.99M | Sell |
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|
2019
Q2 | $3.02M | Sell |
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|
2019
Q1 | $2.92M | Buy |
|