TFO Wealth Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$144 | – | 657 |
|
|
2024
Q1 | $144 | Hold |
2
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $149 | Buy |
2
+1
| +100% | +$75 | ﹤0.01% | 721 |
|
|
2023
Q3 | $146 | Sell |
1
-1
| -50% | -$146 | ﹤0.01% | 913 |
|
|
2023
Q2 | $146 | Hold |
2
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $151 | Sell |
2
-4
| -67% | -$302 | ﹤0.01% | 551 |
|
|
2022
Q4 | $266 | Buy |
+6
| New | +$266 | ﹤0.01% | 580 |
|