SWMP
Signature Wealth Management Partners’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
4,020
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $287K | Hold |
4,020
| – | – | 0.19% | 84 |
|
|
2024
Q4 | $353K | Hold |
4,020
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $336K | Hold |
4,020
| – | – | 0.24% | 73 |
|
|
2024
Q2 | $306K | Hold |
4,020
| – | – | 0.23% | 77 |
|
|
2024
Q1 | $289K | Hold |
4,020
| – | – | 0.24% | 81 |
|
|
2023
Q4 | $300K | Hold |
4,020
| – | – | 0.26% | 76 |
|
|
2023
Q3 | $273K | Buy |
4,020
+2,010
| +100% | +$137K | 0.27% | 75 |
|
|
2023
Q2 | $293K | Hold |
2,010
| – | – | 0.27% | 72 |
|
|
2023
Q1 | $304K | Sell |
2,010
-30
| -1% | -$4.54K | 0.28% | 75 |
|
|
2022
Q4 | $315K | Sell |
2,040
-50
| -2% | -$7.73K | 0.31% | 74 |
|
|
2022
Q3 | $313K | Sell |
2,090
-255
| -11% | -$38.2K | 0.34% | 69 |
|
|
2022
Q2 | $352K | Sell |
2,345
-115
| -5% | -$17.3K | 0.36% | 69 |
|
|
2022
Q1 | $414K | Hold |
2,460
| – | – | 0.35% | 66 |
|
|
2021
Q4 | $325K | Hold |
2,460
| – | – | 0.28% | 78 |
|
|
2021
Q3 | $311K | Hold |
2,460
| – | – | 0.28% | 79 |
|
|
2021
Q2 | $326K | Hold |
2,460
| – | – | 0.3% | 77 |
|
|
2021
Q1 | $326K | Hold |
2,460
| – | – | 0.31% | 73 |
|
|
2020
Q4 | $313K | Buy |
+2,460
| New | +$313K | 0.31% | 68 |
|