Mission Wealth Management’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	-2,660	Closed	-$233K	–	657
2024 Q4	$233K	Sell	2,660 -289	-10%	-$25.4K	0.01%	564
2024 Q3	$247K	Buy	2,949 +285	+11%	+$23.8K	0.01%	556
2024 Q2	$203K	Buy	+2,664	New	+$203K	0.01%	588