SIA
Schechter Investment Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,302
| Closed | -$290K | – | 682 |
|
|
2024
Q4 | $290K | Buy |
3,302
+360
| +12% | +$31.6K | 0.02% | 499 |
|
|
2024
Q3 | $246K | Buy |
2,942
+253
| +9% | +$21.2K | 0.02% | 540 |
|
|
2024
Q2 | $205K | Buy |
+2,689
| New | +$205K | 0.02% | 560 |
|
|
2024
Q1 | – | Sell |
-3,140
| Closed | -$235K | – | 695 |
|
|
2023
Q4 | $235K | Sell |
3,140
-435
| -12% | -$32.5K | 0.02% | 516 |
|
|
2023
Q3 | $243K | Buy |
3,575
+325
| +10% | +$22.1K | 0.02% | 504 |
|
|
2023
Q2 | $237K | Sell |
3,250
-28
| -0.9% | -$2.04K | 0.02% | 547 |
|
|
2023
Q1 | $248K | Buy |
3,278
+386
| +13% | +$29.2K | 0.02% | 563 |
|
|
2022
Q4 | $223K | Buy |
+2,892
| New | +$223K | 0.02% | 717 |
|