Iams Wealth Management’s Sempra SRE Stock Holding History

Iams Wealth Management’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
2025 Q3	$925K	Sell
2025 Q2	$784K	Sell
2025 Q1	$824K	Buy
2024 Q4	$789K	Sell
2024 Q3	$793K	Buy
2024 Q2	$659K	Buy
2024 Q1	$534K	Buy
2023 Q4	$512K	Sell
2023 Q3	$468K	Buy
2023 Q2	–	Sell
2023 Q1	$429K	Buy