Aevitas Wealth Management’s Sempra SRE Stock Holding History

Aevitas Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$232K	Buy
2022 Q3	$224K	Buy
2022 Q2	$224K	Buy
2022 Q1	$250K	Buy
2019 Q2	–	Sell
2019 Q1	$29K	Buy
2018 Q4	$25K	Buy
2018 Q3	$26K	Buy
2018 Q2	$26K	Buy
2018 Q1	$25K	Buy
2017 Q4	$24K	Buy