Impact Partnership Wealth’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 |
-2,300
| Closed | -$202K | – | 336 |
|
|
2024
Q4 | $202K | Buy |
+2,300
| New | +$202K | 0.04% | 275 |
|
|
2024
Q2 | – | Sell |
-2,300
| Closed | -$165K | – | 632 |
|
|
2024
Q1 | $165K | Hold |
2,300
| – | – | 0.07% | 204 |
|
|
2023
Q4 | $172K | Hold |
2,300
| – | – | 0.06% | 200 |
|
|
2023
Q3 | $156K | Buy |
2,300
+2,010
| +693% | +$137K | 0.05% | 218 |
|
|
2023
Q2 | $21.1K | Buy |
+290
| New | +$21.1K | 0.01% | 331 |
|