Bell & Brown Wealth Advisors’s Sempra SRE Stock Holding History

Bell & Brown Wealth Advisors’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
2025 Q1	–	Sell
2024 Q4	$204K	Buy
2021 Q4	–	Sell
2021 Q3	$392K	Buy
2020 Q3	$519K	Hold
2020 Q2	$509K	Hold
2020 Q1	$491K	Hold
2019 Q4	$615K	Hold
2019 Q3	$587K	Hold
2019 Q2	$550K	Hold
2019 Q1	$503K	Buy