TWM
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Tradition Wealth Management’s Sempra SRE Stock Holding History

Tradition Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-92
Closed -$7K – 1401
2023
Q2 		$7K Buy
92
+16
+21% +$1.22K ﹤0.01% 1135
2023
Q1 		$6K Buy
+76
New +$6K ﹤0.01% 1121