Telemus Capital’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 |
-2,670
| Closed | -$202K | – | 336 |
|
|
2023
Q1 | $202K | Buy |
+2,670
| New | +$202K | 0.02% | 310 |
|
|
2022
Q4 | – | Sell |
-2,930
| Closed | -$220K | – | 344 |
|
|
2022
Q3 | $220K | Buy |
2,930
+4
| +0.1% | +$300 | 0.02% | 293 |
|
|
2022
Q2 | $220K | Buy |
2,926
+120
| +4% | +$9.02K | 0.02% | 321 |
|
|
2022
Q1 | $236K | Buy |
+2,806
| New | +$236K | 0.02% | 308 |
|