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MGO Private Wealth’s Sempra SRE Stock Holding History

MGO Private Wealth’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
Q1 		– Sell
-4,142
Closed -$320K – 126
2022
Q4 		$320K Buy
4,142
+942
+29% +$72.8K 0.15% 89
2022
Q3 		$240K Buy
+3,200
New +$240K 0.11% 112