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Aviso Financial’s Sempra SRE Stock Holding History

Aviso Financial’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
Q1 		– Sell
-11,850
Closed -$1.04M – 372
2024
Q4 		$1.04M Buy
11,850
+100
+0.9% +$8.77K 0.05% 146
2024
Q3 		$983K Buy
11,750
+750
+7% +$62.7K 0.05% 146
2024
Q2 		$837K Buy
+11,000
New +$837K 0.05% 153