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OneAscent Financial Services’s Sempra SRE Stock Holding History

OneAscent Financial Services’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,539
Closed -$214K – 475
2024
Q3 		$214K Buy
+2,539
New +$214K 0.15% 167
2024
Q1 		– Sell
-2,765
Closed -$207K – 403
2023
Q4 		$207K Buy
+2,765
New +$207K 0.03% 344