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Core Wealth Partners’s Sempra SRE Stock Holding History

Core Wealth Partners’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,463
Closed -$213K – 113
2023
Q2 		$213K Hold
1,463
– – 0.2% 99
2023
Q1 		$221K Sell
1,463
-994
-40% -$150K 0.22% 85
2022
Q4 		$255K Buy
+2,457
New +$255K 0.29% 77