Cassady Schiller Wealth Management’s Sempra SRE Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$6.93K	Buy
2023 Q4	–	Sell
2023 Q3	$26.4K	Hold
2023 Q2	$28.2K	Buy
2022 Q1	–	Sell
2021 Q4	$0	Buy