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Simplicity Wealth’s Sempra SRE Stock Holding History

Simplicity Wealth’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,894
Closed -$829K – 1105
2024
Q2 		$829K Buy
10,894
+402
+4% +$30.6K 0.02% 585
2024
Q1 		$754K Buy
+10,492
New +$754K 0.02% 600