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Elm Advisors’s Sempra SRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-435
Closed -$55K 227
2020
Q4
$55K Buy
+435
New +$55K 0.03% 160
2018
Q4
Sell
-885
Closed -$101K 236
2018
Q3
$101K Buy
+885
New +$101K 0.07% 121