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Platform Technology Partners’s Sempra SRE Stock Holding History

Platform Technology Partners’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
2025
Q1 		– Sell
-2,357
Closed -$207K – 242
2024
Q4 		$207K Buy
+2,357
New +$206K 0.06% 207
2022
Q2 		– Sell
-2,602
Closed -$219K – 215
2022
Q1 		$219K Buy
+2,602
New +$187K 0.11% 169
2020
Q4 		$370K Sell
5,808
-224
-4% -$14.4K 0.18% 137
2020
Q3 		$357K Buy
6,032
+220
+4% +$13.5K 0.22% 116
2020
Q2 		$341K Buy
5,812
+382
+7% +$23.5K 0.24% 114
2020
Q1 		$307K Buy
5,430
+1,182
+28% +$83.8K 0.28% 112
2019
Q4 		$322K Buy
+4,248
New +$312K 0.24% 119

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