AW
SRE icon

Alteri Wealth’s Sempra SRE Stock Holding History

Alteri Wealth’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Sell
5,023
-83
-2% -$6.29K 0.15% 169
2025
Q1 		$364K Sell
5,106
-321
-6% -$22.9K 0.16% 161
2024
Q4 		$476K Buy
+5,427
New +$476K 0.13% 126