EWA
Etesian Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
4,662
| – | – | 0.13% | 105 |
|
|
2025
Q1 | $333K | Buy |
4,662
+70
| +2% | +$5K | 0.14% | 114 |
|
|
2024
Q4 | $403K | Sell |
4,592
-26
| -0.6% | -$2.28K | 0.18% | 108 |
|
|
2024
Q3 | $386K | Sell |
4,618
-322
| -7% | -$26.9K | 0.17% | 111 |
|
|
2024
Q2 | $376K | Sell |
4,940
-334
| -6% | -$25.4K | 0.21% | 97 |
|
|
2024
Q1 | $379K | Buy |
5,274
+33
| +0.6% | +$2.37K | 0.22% | 95 |
|
|
2023
Q4 | $391K | Sell |
5,241
-453
| -8% | -$33.8K | 0.24% | 93 |
|
|
2023
Q3 | $387K | Buy |
5,694
+3,034
| +114% | +$206K | 0.26% | 92 |
|
|
2023
Q2 | $387K | Sell |
2,660
-11
| -0.4% | -$1.6K | 0.25% | 91 |
|
|
2023
Q1 | $404K | Sell |
2,671
-69
| -3% | -$10.4K | 0.27% | 91 |
|
|
2022
Q4 | $423K | Buy |
+2,740
| New | +$423K | 0.31% | 89 |
|