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Compass Wealth Management’s Sempra SRE Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-90
Closed -$6.42K – 371
2025
Q1 		$6.42K Hold
90
– – ﹤0.01% 372
2024
Q4 		$7.9K Hold
90
– – ﹤0.01% 351
2024
Q3 		$7.53K Hold
90
– – ﹤0.01% 361
2024
Q2 		$6.85K Buy
+90
New +$6.85K ﹤0.01% 366