Fiduciary Financial Services of The Southwest’s Sempra SRE Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3.26M	Sell
2019 Q3	$3.3M	Buy
2019 Q2	$3.04M	Buy
2019 Q1	$2.78M	Sell
2018 Q4	$2.4M	Sell
2018 Q3	$2.53M	Sell
2018 Q2	$2.61M	Sell
2018 Q1	$2.66M	Sell
2017 Q4	$2.6M	Buy
2017 Q3	$2.76M	Sell
2017 Q2	$2.75M	Buy
2017 Q1	$2.53M	Sell
2016 Q4	$2.42M	Buy
2016 Q3	$2.49M	Buy
2016 Q2	$2.62M	Buy
2016 Q1	$2.39M	Sell
2015 Q4	$2.17M	Hold
2015 Q3	$2.23M	Sell
2015 Q2	$2.29M	Sell
2015 Q1	$2.54M	Sell
2014 Q4	$2.62M	Buy
2014 Q3	$2.44M	Buy
2014 Q2	$2.39M	Buy
2014 Q1	$2.08M	Buy
2013 Q4	$1.84M	Buy
2013 Q3	$1.72M	Sell
2013 Q2	$1.65M	Buy