IWM
Iams Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
10,344
-1,196
| -10% | -$90.6K | 0.36% | 80 |
|
|
2025
Q1 | $824K | Buy |
11,540
+2,548
| +28% | +$182K | 0.38% | 80 |
|
|
2024
Q4 | $789K | Sell |
8,992
-489
| -5% | -$42.9K | 0.36% | 78 |
|
|
2024
Q3 | $793K | Buy |
9,481
+822
| +9% | +$68.8K | 0.39% | 75 |
|
|
2024
Q2 | $659K | Buy |
8,659
+1,107
| +15% | +$84.2K | 0.36% | 77 |
|
|
2024
Q1 | $534K | Buy |
7,552
+699
| +10% | +$49.4K | 0.33% | 81 |
|
|
2023
Q4 | $512K | Sell |
6,853
-21
| -0.3% | -$1.57K | 0.33% | 79 |
|
|
2023
Q3 | $468K | Buy |
+6,874
| New | +$468K | 0.32% | 81 |
|
|
2023
Q2 | – | Sell |
-2,870
| Closed | -$429K | – | 119 |
|
|
2023
Q1 | $429K | Buy |
+2,870
| New | +$429K | 0.36% | 78 |
|