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Fermata Advisors’s Sempra SRE Stock Holding History

Fermata Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,960
Closed -$222K – 159
2022
Q2 		$222K Buy
+2,960
New +$222K 0.08% 143