WR Wealth Planners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.32K | Sell |
72
-42
| -37% | -$3.68K | ﹤0.01% | 658 |
|
|
2024
Q3 | $9.53K | Hold |
114
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $8.67K | Buy |
114
+10
| +10% | +$761 | ﹤0.01% | 620 |
|
|
2024
Q1 | $7.47K | Buy |
+104
| New | +$7.47K | ﹤0.01% | 647 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$3.54K | – | 769 |
|
|
2023
Q3 | $3.54K | Hold |
52
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $3.79K | Hold |
52
| – | – | ﹤0.01% | 716 |
|
|
2023
Q1 | $3.93K | Hold |
52
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $4.02K | Hold |
52
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $3.9K | Hold |
52
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $3.91K | Hold |
52
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $4.37K | Buy |
+52
| New | +$4.37K | ﹤0.01% | 369 |
|