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Surevest’s Sempra SRE Stock Holding History

Surevest’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$96K Sell
1,280
-290
-18% -$21.8K 0.03% 167
2022
Q2 		$118K Buy
+1,570
New +$118K 0.03% 160