PSP
Pacific Sage Partners’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
2,866
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $205K | Hold |
2,866
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $251K | Hold |
2,866
| – | – | 0.06% | 85 |
|
|
2024
Q3 | $240K | Hold |
2,866
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $218K | Buy |
2,866
+2
| +0.1% | +$152 | 0.05% | 88 |
|
|
2024
Q1 | $206K | Hold |
2,864
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $214K | Buy |
+2,864
| New | +$214K | 0.06% | 82 |
|
|
2023
Q3 | – | Sell |
-1,432
| Closed | -$208K | – | 93 |
|
|
2023
Q2 | $208K | Hold |
1,432
| – | – | 0.06% | 80 |
|
|
2023
Q1 | $216K | Hold |
1,432
| – | – | 0.07% | 76 |
|
|
2022
Q4 | $221K | Buy |
+1,432
| New | +$221K | 0.07% | 75 |
|