CTWM
Cherry Tree Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3K | Hold |
1,258
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $89.8K | Hold |
1,258
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $110K | Hold |
1,258
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $105K | Hold |
1,258
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $95.7K | Hold |
1,258
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $90.4K | Hold |
1,258
| – | – | 0.02% | 217 |
|
|
2023
Q4 | $94K | Hold |
1,258
| – | – | 0.03% | 201 |
|
|
2023
Q3 | $85.6K | Buy |
1,258
+629
| +100% | +$42.8K | 0.03% | 198 |
|
|
2023
Q2 | $91.6K | Buy |
+629
| New | +$91.6K | 0.03% | 199 |
|