TriaGen Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,374
| Closed | -$252K | – | 173 |
|
|
2023
Q4 | $252K | Hold |
3,374
| – | – | 0.12% | 139 |
|
|
2023
Q3 | $230K | Hold |
3,374
| – | – | 0.12% | 134 |
|
|
2023
Q2 | $246K | Hold |
3,374
| – | – | 0.11% | 148 |
|
|
2023
Q1 | $255K | Hold |
3,374
| – | – | 0.13% | 137 |
|
|
2022
Q4 | $261K | Hold |
3,374
| – | – | 0.14% | 145 |
|
|
2022
Q3 | $253K | Hold |
3,374
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $254K | Hold |
3,374
| – | – | 0.18% | 124 |
|
|
2022
Q1 | $284K | Hold |
3,374
| – | – | 0.15% | 144 |
|
|
2021
Q4 | $223K | Hold |
3,374
| – | – | 0.11% | 167 |
|
|
2021
Q3 | $213K | Hold |
3,374
| – | – | 0.12% | 169 |
|
|
2021
Q2 | $220K | Sell |
3,374
-400
| -11% | -$26.1K | 0.11% | 167 |
|
|
2021
Q1 | $250K | Hold |
3,774
| – | – | 0.14% | 149 |
|
|
2020
Q4 | $240K | Buy |
+3,774
| New | +$240K | 0.14% | 148 |
|