Regal Wealth Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-938
| Closed | -$62K | – | 216 |
|
|
2021
Q1 | $62K | Buy |
938
+8
| +0.9% | +$529 | 0.04% | 85 |
|
|
2020
Q4 | $59K | Buy |
930
+8
| +0.9% | +$508 | 0.04% | 85 |
|
|
2020
Q3 | $55K | Buy |
922
+8
| +0.9% | +$477 | 0.04% | 80 |
|
|
2020
Q2 | $54K | Buy |
+914
| New | +$54K | 0.04% | 78 |
|