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NWF Advisory Services’s Sempra SRE Stock Holding History

NWF Advisory Services’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
Q2 		$331K Buy
4,364
+844
+24% +$63.9K 0.04% 270
2025
Q1 		$251K Sell
3,520
-1,384
-28% -$98.8K 0.04% 276
2024
Q4 		$433K Buy
+4,904
New +$433K 0.06% 156