TLA
Tanglewood Legacy Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58K | Hold |
100
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $7.14K | Hold |
100
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $8.77K | Hold |
100
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $8.36K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $7.61K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $7.18K | Sell |
100
-600
| -86% | -$43.1K | ﹤0.01% | 258 |
|
|
2023
Q4 | $52.3K | Hold |
700
| – | – | 0.03% | 153 |
|
|
2023
Q3 | $47.6K | Buy |
700
+350
| +100% | +$23.8K | 0.03% | 160 |
|
|
2023
Q2 | $51K | Hold |
350
| – | – | 0.03% | 158 |
|
|
2023
Q1 | $52.9K | Hold |
350
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $54.1K | Buy |
+350
| New | +$54.1K | 0.04% | 124 |
|