HERITAGE WEALTH ADVISORS – Sempra Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$175,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-0.22%
quarter
Sempra 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $149.94 | 1.16K | |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $150.27 | 1.16K | |
| Q1 2022 | share | Decrease | -25.54% | -400 shares | -11K | $168.12 | 1.16K |
| Q4 2021 | share | 0.00% | 0 shares | 9.05K | $131.77 | 1.56K | |
| Q3 2021 | share | 0.00% | 0 shares | -9.36K | $126.5 | 1.56K | |
| Q2 2021 | share | 0.00% | 0 shares | -156 | $130.29 | 1.56K | |
| Q1 2021 | share | 0.00% | 0 shares | 7.62K | $130.38 | 1.56K | |
| Q4 2020 | share | Increase | +52.63% | 540 shares | 78.56K | $124.24 | 1.56K |
| Q3 2020 | share | 0.00% | 0 shares | 1.15K | $114.51 | 1.02K | |
| Q2 2020 | share | 0.00% | 0 shares | 4.35K | $112.4 | 1.02K | |
| Q1 2020 | share | Decrease | -0.87% | -9 shares | -40.85K | $107.38 | 1.02K |
| Q4 2019 | share | Increase | +0.88% | 9 shares | 5.78K | $142.47 | 1.03K |
| Q3 2019 | share | 0.00% | 0 shares | 9.98K | $137.94 | 1.02K | |
| Q2 2019 | share | 0.00% | 0 shares | 11.88K | $126.67 | 1.02K | |
| Q1 2019 | share | 0.00% | 0 shares | 18.13K | $116 | 1.02K | |
| Q4 2018 | share | 0.00% | 0 shares | -5K | $98.95 | 1.02K | |
| Q3 2018 | share | Increase | 0.00% | 1.02K shares | 116K | $103.18 | 1.02K |