RMR Wealth Builders’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,208
| Closed | -$146K | – | 638 |
|
|
2021
Q1 | $146K | Buy |
2,208
+1,190
| +117% | +$78.7K | 0.04% | 227 |
|
|
2020
Q4 | $65K | Sell |
1,018
-2,374
| -70% | -$152K | 0.03% | 236 |
|
|
2020
Q3 | $201K | Buy |
3,392
+2,392
| +239% | +$142K | 0.05% | 205 |
|
|
2020
Q2 | $59K | Buy |
+1,000
| New | +$59K | 0.05% | 209 |
|