Avalon Trust’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-216
| Closed | -$18.9K | – | 499 |
|
|
2024
Q4 | $18.9K | Buy |
+216
| New | +$18.9K | ﹤0.01% | 291 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$10.9K | – | 332 |
|
|
2023
Q2 | $10.9K | Hold |
150
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $11.3K | Buy |
+150
| New | +$11.3K | ﹤0.01% | 264 |
|