Granite Bay 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
Q1
Sell
-10,962
Closed -$784K 259
2023
Q4
$784K Buy
10,962
+3,045
+38% +$218K 0.01% 223
2023
Q3
$791K Buy
+7,917
New +$791K 0.01% 229