Schubert & Co’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$3.18K | – | 1308 |
|
|
2023
Q1 | $3.18K | Sell |
42
-40
| -49% | -$3.02K | ﹤0.01% | 681 |
|
|
2022
Q4 | $6.34K | Sell |
82
-18
| -18% | -$1.39K | 0.01% | 346 |
|
|
2022
Q3 | $7K | Buy |
100
+32
| +47% | +$2.24K | 0.01% | 296 |
|
|
2022
Q2 | $5K | Buy |
68
+36
| +113% | +$2.65K | ﹤0.01% | 386 |
|
|
2022
Q1 | $3K | Buy |
32
+12
| +60% | +$1.13K | ﹤0.01% | 311 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 863 |
|