Executive Wealth Management’s Sempra SRE Stock Holding History

Executive 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	$898K	Buy
2019 Q3	–	Sell
2019 Q2	$26K	Hold
2019 Q1	$24K	Sell
2018 Q4	$21K	Buy