Greenwich Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,839
| Closed | -$249K | – | 258 |
|
|
2024
Q4 | $249K | Buy |
2,839
+350
| +14% | +$30.7K | 0.02% | 215 |
|
|
2024
Q3 | $208K | Buy |
+2,489
| New | +$208K | 0.01% | 232 |
|
|
2022
Q2 | – | Sell |
-2,482
| Closed | -$209K | – | 247 |
|
|
2022
Q1 | $209K | Sell |
2,482
-1,240
| -33% | -$104K | 0.02% | 223 |
|
|
2021
Q4 | $246K | Buy |
3,722
+422
| +13% | +$27.9K | 0.02% | 210 |
|
|
2021
Q3 | $209K | Buy |
+3,300
| New | +$209K | 0.02% | 227 |
|