VWA
Valued Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$1.08K | – | 650 |
|
|
2025
Q1 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $1.32K | Buy |
15
+4
| +36% | +$353 | ﹤0.01% | 448 |
|
|
2024
Q3 | $927 | Buy |
+11
| New | +$927 | ﹤0.01% | 466 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$206 | – | 621 |
|
|
2023
Q4 | $206 | Buy |
+3
| New | +$206 | ﹤0.01% | 500 |
|