Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Sempra SRE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,534
Closed -$104K – 446
2023
Q3 		$104K Buy
+1,534
New +$104K 0.02% 124