NWAG
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Net Worth Advisory Group’s Sempra SRE Stock Holding History

Net Worth Advisory Group’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,706
Closed -$237K – 411
2024
Q4 		$237K Sell
2,706
-244
-8% -$21.4K 0.07% 315
2024
Q3 		$247K Buy
+2,950
New +$247K 0.07% 322