SSWM
Strait & Sound Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,890
| Closed | -$372K | – | 153 |
|
|
2024
Q2 | $372K | Sell |
4,890
-190
| -4% | -$14.5K | 0.19% | 92 |
|
|
2024
Q1 | $352K | Sell |
5,080
-50
| -1% | -$3.46K | 0.2% | 83 |
|
|
2023
Q4 | $377K | Sell |
5,130
-90
| -2% | -$6.62K | 0.24% | 78 |
|
|
2023
Q3 | $355K | Buy |
+5,220
| New | +$355K | 0.3% | 76 |
|