Winch Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-69
| Closed | -$6.05K | – | 539 |
|
|
2024
Q4 | $6.05K | Buy |
+69
| New | +$6.05K | ﹤0.01% | 343 |
|
|
2019
Q3 | – | Sell |
-62
| Closed | -$4K | – | 422 |
|
|
2019
Q2 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 289 |
|
|
2015
Q4 | – | Sell |
-3,542
| Closed | -$171K | – | 280 |
|
|
2015
Q3 | $171K | Buy |
+3,542
| New | +$171K | 0.25% | 36 |
|