Wahed Invest’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,038
| Closed | -$653K | – | 248 |
|
2023
Q2 | $653K | Buy |
9,038
+998
| +12% | +$72.1K | 0.23% | 67 |
|
2023
Q1 | $608K | Sell |
8,040
-138
| -2% | -$10.4K | 0.26% | 66 |
|
2022
Q4 | $632K | Buy |
8,178
+988
| +14% | +$76.3K | 0.33% | 58 |
|
2022
Q3 | $539K | Buy |
7,190
+462
| +7% | +$34.6K | 0.33% | 56 |
|
2022
Q2 | $506K | Buy |
+6,728
| New | +$506K | 0.31% | 57 |
|