QWP
Quotient Wealth Partners’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
4,901
-842
| -15% | -$63.8K | 0.01% | 231 |
|
|
2025
Q1 | $410K | Sell |
5,743
-3,002
| -34% | -$214K | 0.01% | 208 |
|
|
2024
Q4 | $767K | Sell |
8,745
-2,815
| -24% | -$247K | 0.03% | 130 |
|
|
2024
Q3 | $967K | Sell |
11,560
-389
| -3% | -$32.5K | 0.03% | 113 |
|
|
2024
Q2 | $909K | Buy |
11,949
+6,501
| +119% | +$494K | 0.03% | 112 |
|
|
2024
Q1 | $391K | Sell |
5,448
-1,939
| -26% | -$139K | 0.01% | 205 |
|
|
2023
Q4 | $552K | Buy |
+7,387
| New | +$552K | 0.02% | 162 |
|