WealthPLAN Partners’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 |
-264
| Closed | -$19.2K | – | 1054 |
|
|
2023
Q2 | $19.2K | Sell |
264
-114
| -30% | -$8.3K | ﹤0.01% | 690 |
|
|
2023
Q1 | $28.6K | Buy |
+378
| New | +$28.6K | ﹤0.01% | 658 |
|
|
2016
Q3 | $8.73K | Hold |
170
| – | – | ﹤0.01% | 622 |
|
|
2016
Q2 | $9.69K | Buy |
+170
| New | +$9.69K | ﹤0.01% | 1757 |
|
|
2015
Q4 | $22.1K | Buy |
+1,070
| New | +$22.1K | ﹤0.01% | 885 |
|