AT
SRE icon

American Trust’s Sempra SRE Stock Holding History

American Trust’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,744
Closed -$207K – 471
2023
Q1 		$207K Buy
2,744
+60
+2% +$4.54K 0.01% 408
2022
Q4 		$207K Buy
+2,684
New +$207K 0.02% 403