Private Wealth Management Group’s Sempra SRE Stock Holding History

Private Wealth Management Group’s Portfolio SRE Stock Details SRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$88.3K	Hold
2025 Q2	$74.3K	Buy
2025 Q1	$65.5K	Sell
2024 Q4	$83.4K	Buy
2024 Q3	$77K	Buy
2024 Q2	$69.8K	Hold
2024 Q1	$65.9K	Hold
2023 Q4	$68.6K	Buy