Gen-Wealth Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9K | Hold |
276
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $19.7K | Sell |
276
-122
| -31% | -$8.71K | 0.01% | 404 |
|
|
2024
Q4 | $34.9K | Sell |
398
-697
| -64% | -$61.1K | 0.02% | 389 |
|
|
2024
Q3 | $91.5K | Sell |
1,095
-246
| -18% | -$20.6K | 0.04% | 295 |
|
|
2024
Q2 | $102K | Buy |
1,341
+28
| +2% | +$2.13K | 0.05% | 280 |
|
|
2024
Q1 | $94.3K | Buy |
+1,313
| New | +$94.3K | 0.05% | 306 |
|