SPIA
SRE.PRB

Steward Partners Investment Advisory’s Sempra 6.75% Mandatory Convertible Preferred Stock, Series B SRE.PRB Stock Holding History

Steward Partners Investment Advisory’s Portfolio SRE.PRB Stock Details SRE.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
2020
Q4 		$39K Hold
2020
Q3 		$37K Hold
2020
Q2 		$37K Hold
2020
Q1 		$35K Buy
2019
Q4 		$36K Hold
2019
Q3 		$36K Buy
2019
Q2 		$22K Buy
2018
Q4 		– Sell
2018
Q3 		$20K Buy