MWM
Midwest Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.63M | Buy |
9,698
+501
| +5% | +$84.2K | 0.99% | 54 |
|
|
2021
Q4 | $1.22M | Buy |
9,197
+1,930
| +27% | +$255K | 0.76% | 70 |
|
|
2021
Q3 | $919K | Buy |
7,267
+416
| +6% | +$52.6K | 0.63% | 77 |
|
|
2021
Q2 | $908K | Buy |
6,851
+829
| +14% | +$110K | 0.65% | 73 |
|
|
2021
Q1 | $798K | Buy |
6,022
+976
| +19% | +$129K | 0.65% | 70 |
|
|
2020
Q4 | $643K | Buy |
+5,046
| New | +$643K | 0.59% | 71 |
|