HWM
Howard Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,450
| Closed | -$215K | – | 120 |
|
|
2024
Q4 | $215K | Hold |
2,450
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $205K | Buy |
+2,450
| New | +$205K | 0.12% | 112 |
|
|
2023
Q1 | – | Sell |
-1,300
| Closed | -$201K | – | 118 |
|
|
2022
Q4 | $201K | Sell |
1,300
-100
| -7% | -$15.5K | 0.16% | 111 |
|
|
2022
Q3 | $209K | Buy |
+1,400
| New | +$209K | 0.15% | 111 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$235K | – | 117 |
|
|
2022
Q1 | $235K | Buy |
+1,400
| New | +$235K | 0.13% | 115 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$251K | – | 436 |
|
|
2019
Q4 | $251K | Buy |
+1,660
| New | +$251K | 0.21% | 87 |
|