True Wealth Design’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18K | Buy |
42
+10
| +31% | +$758 | ﹤0.01% | 987 |
|
|
2025
Q1 | $2.29K | Hold |
32
| – | – | ﹤0.01% | 961 |
|
|
2024
Q4 | $2.81K | Buy |
32
+13
| +68% | +$1.14K | ﹤0.01% | 658 |
|
|
2024
Q3 | $1.59K | Hold |
19
| – | – | ﹤0.01% | 850 |
|
|
2024
Q2 | $1.45K | Buy |
19
+5
| +36% | +$381 | ﹤0.01% | 432 |
|
|
2024
Q1 | $1.01K | Buy |
14
+6
| +75% | +$431 | ﹤0.01% | 466 |
|
|
2023
Q4 | $598 | Hold |
8
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $545 | Hold |
8
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $583 | Hold |
8
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $605 | Hold |
8
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $618 | Buy |
+8
| New | +$618 | ﹤0.01% | 413 |
|