CWM
Centric Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
3,613
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $258K | Hold |
3,613
| – | – | 0.07% | 147 |
|
|
2024
Q4 | $317K | Hold |
3,613
| – | – | 0.09% | 140 |
|
|
2024
Q3 | $319K | Hold |
3,613
| – | – | 0.08% | 139 |
|
|
2024
Q2 | $284K | Hold |
3,613
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $259K | Buy |
+3,613
| New | +$259K | 0.08% | 133 |
|