Balasa Dinverno & Foltz’s Sempra SRE Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SRE Stock Details SRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$217K	Buy
2021 Q2	–	Sell
2021 Q1	$205K	Buy
2020 Q1	–	Sell
2019 Q4	$239K	Buy
2015 Q1	–	Sell
2014 Q4	$214K	Sell
2014 Q3	$204K	Buy