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AGH Wealth Advisors’s Sempra SRE Stock Holding History

AGH Wealth Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$253K Sell
3,337
-45
-1% -$3.41K 0.21% 96
2025
Q1 		$241K Sell
3,382
-140
-4% -$9.99K 0.23% 98
2024
Q4 		$309K Buy
+3,522
New +$309K 0.29% 83