Mosley Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $619K | Buy |
7,551
+556
| +8% | +$45.6K | 0.38% | 59 |
|
|
2024
Q3 | $594K | Buy |
6,995
+744
| +12% | +$63.2K | 0.41% | 57 |
|
|
2024
Q2 | $475K | Buy |
6,251
+629
| +11% | +$47.8K | 0.4% | 56 |
|
|
2024
Q1 | $404K | Sell |
5,622
-37
| -0.7% | -$2.66K | 0.38% | 66 |
|
|
2023
Q4 | $423K | Buy |
+5,659
| New | +$423K | 0.42% | 55 |
|