CWG
Cornerstone Wealth Group’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,877
| Closed | -$3.59M | – | 299 |
|
|
2024
Q4 | $3.59M | Buy |
40,877
+1,243
| +3% | +$109K | 0.29% | 85 |
|
|
2024
Q3 | $3.31M | Buy |
39,634
+199
| +0.5% | +$16.6K | 0.27% | 92 |
|
|
2024
Q2 | $3M | Sell |
39,435
-33,817
| -46% | -$2.57M | 0.27% | 89 |
|
|
2024
Q1 | $5.26M | Buy |
73,252
+56
| +0.1% | +$4.02K | 0.48% | 53 |
|
|
2023
Q4 | $5.47M | Buy |
+73,196
| New | +$5.47M | 0.78% | 32 |
|
|
2022
Q4 | – | Sell |
-23,397
| Closed | -$3.51M | – | 150 |
|
|
2022
Q3 | $3.51M | Buy |
+23,397
| New | +$3.51M | 0.77% | 49 |
|
|
2020
Q1 | – | Sell |
-9,296
| Closed | -$1.41M | – | 151 |
|
|
2019
Q4 | $1.41M | Buy |
+9,296
| New | +$1.41M | 0.38% | 80 |
|