SWS
SYSTM Wealth Solutions’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,437
| Closed | -$491K | – | 552 |
|
|
2024
Q2 | $491K | Buy |
6,437
+254
| +4% | +$19.4K | 0.11% | 144 |
|
|
2024
Q1 | $446K | Buy |
6,183
+232
| +4% | +$16.7K | 0.06% | 293 |
|
|
2023
Q4 | $446K | Sell |
5,951
-373
| -6% | -$28K | 0.06% | 285 |
|
|
2023
Q3 | $430K | Buy |
6,324
+2,484
| +65% | +$169K | 0.07% | 304 |
|
|
2023
Q2 | $559K | Buy |
3,840
+2,176
| +131% | +$317K | 0.08% | 297 |
|
|
2023
Q1 | $251K | Sell |
1,664
-31
| -2% | -$4.69K | 0.04% | 409 |
|
|
2022
Q4 | $262K | Buy |
+1,695
| New | +$262K | 0.03% | 456 |
|