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Retirement Planning Company of New England’s Sempra SRE Stock Holding History

Retirement Planning Company of New England’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,000
Closed -$396K – 784
2021
Q4 		$396K Buy
+6,000
New +$380K 0.19% 137

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Retirement Planning Company of New England's SRE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Sempra (SRE) in Q1 2022, closing a stake of 6,000 shares — an estimated $396K sold.

Retirement Planning Company of New England first reported a position in SRE in Q4 2021 and held it in 1 quarter. The position peaked at $396K in Q4 2021. 954 funds tracked by Wall St. Rank hold SRE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Sempra position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 6,000 Sempra shares in Q1 2022, an estimated $396K.
  • Retirement Planning Company of New England first reported a position in Sempra in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Sempra position peaked at $396K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Sempra as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.