Lucia Wealth Services’s Sempra SRE Stock Holding History

Lucia Wealth Services’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
2020 Q3	$42K	Sell
2020 Q2	$96K	Buy
2020 Q1	$69K	Buy
2019 Q4	$24K	Hold
2019 Q3	$23K	Hold
2019 Q2	$21K	Hold
2019 Q1	$20K	Buy
2018 Q4	–	Sell
2018 Q3	$18K	Hold
2018 Q2	$18K	Sell
2018 Q1	$35K	Buy