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Sagespring Wealth Partners’s Sempra SRE Stock Holding History

Sagespring Wealth Partners’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 		$464K Buy
6,128
+2,006
+49% +$152K 0.01% 456
2025
Q1 		$294K Sell
4,122
-1,899
-32% -$136K 0.01% 525
2024
Q4 		$528K Buy
+6,021
New +$528K 0.01% 336