Arete Wealth Advisors’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,890
Closed -$218K 747
2023
Q1
$218K Sell
2,890
-30
-1% -$2.26K 0.02% 564
2022
Q4
$226M Buy
+2,920
New +$226M 0.02% 534