Quotient Wealth Partners’s Sempra SRE Stock Holding History

Quotient Wealth 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 Q3	$398K	Sell
2025 Q2	$371K	Sell
2025 Q1	$410K	Sell
2024 Q4	$767K	Sell
2024 Q3	$967K	Sell
2024 Q2	$909K	Buy
2024 Q1	$391K	Sell
2023 Q4	$552K	Buy