Executive Wealth Management’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$898K	Buy	+10,238	New	+$898K	0.07%	140
2019 Q3	–	Sell	-384	Closed	-$26K	–	695
2019 Q2	$26K	Hold	384	–	–	﹤0.01%	425
2019 Q1	$24K	Sell	384 -8	-2%	-$500	﹤0.01%	400
2018 Q4	$21K	Buy	+392	New	+$21K	﹤0.01%	421