AFWM
AMJ Financial Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,094
| Closed | -$787K | – | 68 |
|
|
2022
Q4 | $787K | Hold |
5,094
| – | – | 0.47% | 30 |
|
|
2022
Q3 | $764K | Hold |
5,094
| – | – | 0.5% | 29 |
|
|
2022
Q2 | $765K | Sell |
5,094
-28,714
| -85% | -$4.31M | 0.65% | 26 |
|
|
2022
Q1 | $5.68M | Buy |
+33,808
| New | +$5.68M | 2.28% | 20 |
|