CWP
Concord Wealth Partners’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17K | Hold |
55
| – | – | ﹤0.01% | 651 |
|
|
2025
Q1 | $3.93K | Sell |
55
-186
| -77% | -$13.3K | ﹤0.01% | 617 |
|
|
2024
Q4 | $21.2K | Buy |
241
+1
| +0.4% | +$88 | ﹤0.01% | 446 |
|
|
2024
Q3 | $20.1K | Buy |
240
+2
| +0.8% | +$167 | ﹤0.01% | 469 |
|
|
2024
Q2 | $18.1K | Sell |
238
-153
| -39% | -$11.7K | ﹤0.01% | 441 |
|
|
2024
Q1 | $28.1K | Sell |
391
-48
| -11% | -$3.45K | 0.01% | 445 |
|
|
2023
Q4 | $32.8K | Sell |
439
-125
| -22% | -$9.35K | 0.01% | 415 |
|
|
2023
Q3 | $38.4K | Buy |
564
+407
| +259% | +$27.7K | 0.01% | 413 |
|
|
2023
Q2 | $22.8K | Buy |
157
+29
| +23% | +$4.21K | ﹤0.01% | 488 |
|
|
2023
Q1 | $19.3K | Buy |
128
+94
| +276% | +$14.2K | 0.01% | 498 |
|
|
2022
Q4 | $5.25K | Buy |
+34
| New | +$5.25K | ﹤0.01% | 752 |
|
|
2022
Q3 | – | Sell |
-121
| Closed | -$18K | – | 1013 |
|
|
2022
Q2 | $18K | Buy |
121
+82
| +210% | +$12.2K | ﹤0.01% | 566 |
|
|
2022
Q1 | $7K | Buy |
39
+12
| +44% | +$2.15K | ﹤0.01% | 848 |
|
|
2021
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $4K | Sell |
27
-4
| -13% | -$593 | ﹤0.01% | 785 |
|
|
2021
Q1 | $4K | Buy |
31
+26
| +520% | +$3.36K | ﹤0.01% | 732 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 657 |
|