Wealthcare Advisory Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Sell |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $15K | Buy |
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