JWCA
J.W. Coons Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,380
| Closed | -$209K | – | 237 |
|
|
2023
Q1 | $209K | Sell |
1,380
-700
| -34% | -$106K | 0.06% | 231 |
|
|
2022
Q4 | $321K | Buy |
+2,080
| New | +$321K | 0.1% | 180 |
|
|
2022
Q2 | – | Sell |
-1,220
| Closed | -$207K | – | 260 |
|
|
2022
Q1 | $207K | Buy |
+1,220
| New | +$207K | 0.06% | 250 |
|