Ten Capital Wealth Advisors’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 |
-722
| Closed | -$54.6K | – | 499 |
|
|
2023
Q1 | $54.6K | Sell |
722
-10
| -1% | -$756 | 0.02% | 213 |
|
|
2022
Q4 | $56.6K | Sell |
732
-50
| -6% | -$3.86K | 0.02% | 169 |
|
|
2022
Q3 | $59K | Buy |
782
+60
| +8% | +$4.53K | 0.03% | 146 |
|
|
2022
Q2 | $54K | Hold |
722
| – | – | 0.02% | 149 |
|
|
2022
Q1 | $61K | Hold |
722
| – | – | 0.03% | 138 |
|
|
2021
Q4 | $48K | Hold |
722
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $46K | Hold |
722
| – | – | 0.02% | 138 |
|
|
2021
Q2 | $48K | Hold |
722
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $47K | Hold |
722
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $46K | Buy |
+722
| New | +$46K | 0.01% | 173 |
|