Syverson Strege & 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 |
-98
| Closed | -$7.41K | – | 538 |
|
|
2023
Q1 | $7.41K | Buy |
+98
| New | +$7.41K | ﹤0.01% | 288 |
|
|
2022
Q3 | – | Sell |
-286
| Closed | -$21K | – | 332 |
|
|
2022
Q2 | $21K | Buy |
286
+140
| +96% | +$10.3K | 0.01% | 184 |
|
|
2022
Q1 | $12K | Buy |
+146
| New | +$12K | 0.01% | 186 |
|