AEPWM
Atlantic Edge Private Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,910
-50
| -2% | -$3.79K | 0.06% | 126 |
|
|
2025
Q1 | $211K | Sell |
2,960
-150
| -5% | -$10.7K | 0.06% | 122 |
|
|
2024
Q4 | $273K | Hold |
3,110
| – | – | 0.08% | 116 |
|
|
2024
Q3 | $260K | Buy |
3,110
+500
| +19% | +$41.8K | 0.08% | 118 |
|
|
2024
Q2 | $199K | Buy |
2,610
+180
| +7% | +$13.7K | 0.07% | 126 |
|
|
2024
Q1 | $175K | Hold |
2,430
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $182K | Buy |
+2,430
| New | +$182K | 0.07% | 126 |
|