Level Financial Advisors’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-61	Closed	-$4.54K	–	236
2023 Q4	$4.54K	Buy	61 +1	+2%	+$74	﹤0.01%	218
2023 Q3	$4.1K	Sell	60 -10	-14%	-$683	﹤0.01%	224
2023 Q2	$5.1K	Buy	+70	New	+$5.1K	﹤0.01%	216