CPWA
Cerro Pacific Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
4,867
-46
| -0.9% | -$3.49K | 0.1% | 118 |
|
|
2025
Q1 | $431K | Sell |
4,913
-72
| -1% | -$6.32K | 0.14% | 110 |
|
|
2024
Q4 | $417K | Sell |
4,985
-36
| -0.7% | -$3.01K | 0.14% | 112 |
|
|
2024
Q3 | $382K | Hold |
5,021
| – | – | 0.14% | 111 |
|
|
2024
Q2 | $382K | Buy |
+5,021
| New | +$382K | 0.15% | 111 |
|
|
2023
Q1 | $386K | Buy |
2,552
+31
| +1% | +$4.69K | 0.21% | 105 |
|
|
2022
Q4 | $390K | Buy |
2,521
+16
| +0.6% | +$2.47K | 0.21% | 118 |
|
|
2022
Q3 | $376K | Buy |
+2,505
| New | +$376K | 0.23% | 107 |
|