YORKBRIDGE WEALTH PARTNERS, LLC – Sempra Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$964,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC 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 | Increase | +8.84% | 522 shares | 76K | $149.94 | 6.43K |
| Q2 2022 | share | Increase | +4.46% | 252 shares | -63K | $150.27 | 5.90K |
| Q1 2022 | share | Decrease | -6.30% | -380 shares | 153K | $168.12 | 5.65K |
| Q4 2021 | share | Increase | +10.79% | 588 shares | 109K | $131.77 | 6.03K |
| Q3 2021 | share | Increase | +31.88% | 1.31K shares | 142K | $126.5 | 5.44K |
| Q2 2021 | share | Increase | +25.91% | 850 shares | 112K | $130.29 | 4.13K |
| Q1 2021 | share | Increase | +61.07% | 1.24K shares | 175K | $130.38 | 3.28K |
| Q4 2020 | share | Increase | 0.00% | 2.03K shares | 260K | $124.24 | 2.03K |
| Q3 2019 | share | Decrease | -100.00% | -191 shares | -26K | $137.94 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $126.67 | 191 | |
| Q1 2019 | share | Increase | +365.85% | 150 shares | 20K | $116 | 191 |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $98.95 | 41 | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $103.18 | 41 | |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $104.5 | 41 | |
| Q1 2018 | share | 0.00% | 0 shares | 1K | $99.33 | 41 | |
| Q4 2017 | share | Decrease | -35.94% | -23 shares | -3K | $94.73 | 41 |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $100.34 | 64 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $97.71 | 64 | |
| Q1 2017 | share | Increase | +300.00% | 48 shares | 5K | $95.76 | 64 |
| Q4 2016 | share | Increase | 0.00% | 16 shares | 2K | $86.57 | 16 |