Institute For Wealth Management, Llc. Sempra Energy Transaction History

Institute For Wealth Management, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$139.49 - $172.67 $185,661 - $229,823	-1,331 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$131.65 - $168.12 $175,226 - $223,767	1,331 New	1,331 $224,000
Q1 2020 Apr 29, 2020	SELL	$88.62 - $161.13 $139,576 - $253,779	-1,575 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$141.17 - $152.03 $188,603 - $203,112	1,336 Added 559.0%	1,575 $239,000
Q4 2019 Jan 27, 2020	SELL	$141.17 - $152.03 $188,461 - $202,960	-1,335 Reduced 84.82%	239 $239,000
Q3 2019 Oct 28, 2019	SELL	$132.12 - $147.61 $1,453 - $1,623	-11 Reduced 0.69%	1,574 $232,000
Q2 2019 Aug 02, 2019	BUY	$125.38 - $141.04 $198,727 - $223,548	1,585 New	1,585 $218,000

1,209

543M

652K

416K

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $29.6B
Description
Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...

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