FAM
Fulcrum Asset Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
+9,126
| New | +$691K | 0.53% | 51 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 173 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 74 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 112 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 113 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 49 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 15 |
|
|
2020
Q3 | – | Sell |
-34,535
| Closed | -$4.33M | – | 184 |
|
|
2020
Q2 | $4.33M | Buy |
+34,535
| New | +$4.33M | 1.45% | 15 |
|