Total Clarity Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,032
| Closed | -$78K | – | 883 |
|
|
2022
Q2 | $78K | Buy |
+1,032
| New | +$78K | 0.04% | 348 |
|
|
2022
Q1 | – | Sell |
-798
| Closed | -$53K | – | 821 |
|
|
2021
Q4 | $53K | Hold |
798
| – | – | 0.02% | 391 |
|
|
2021
Q3 | $50K | Buy |
+798
| New | +$50K | 0.02% | 406 |
|
|
2021
Q2 | – | Sell |
-798
| Closed | -$53K | – | 669 |
|
|
2021
Q1 | $53K | Buy |
+798
| New | +$53K | 0.03% | 328 |
|
|
2020
Q1 | – | Sell |
-798
| Closed | -$60K | – | 548 |
|
|
2019
Q4 | $60K | Buy |
+798
| New | +$60K | 0.05% | 239 |
|