WAM
Worth Asset Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$605 | – | 532 |
|
|
2023
Q1 | $605 | Hold |
4
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $618 | Hold |
4
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 519 |
|