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Advanced Portfolio Management’s Sempra SRE Stock Holding History

Advanced Portfolio Management’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,626
Closed -$303K – 74
2024
Q3 		$303K Sell
3,626
-3,143
-46% -$263K 0.31% 38
2024
Q2 		$515K Hold
6,769
– – 0.34% 42
2024
Q1 		$490K Buy
+6,769
New +$490K 0.93% 27