MWM
Moran Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75,544
| Closed | -$5.65M | – | 448 |
|
|
2023
Q4 | $5.65M | Sell |
75,544
-153,559
| -67% | -$11.5M | 0.2% | 147 |
|
|
2023
Q3 | $15.6M | Buy |
229,103
+117,149
| +105% | +$7.97M | 0.6% | 56 |
|
|
2023
Q2 | $16.3M | Buy |
111,954
+3,021
| +3% | +$440K | 0.61% | 58 |
|
|
2023
Q1 | $16.5M | Buy |
+108,933
| New | +$16.5M | 0.62% | 61 |
|