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Truepoint Inc’s Sempra SRE Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-4,428
Closed -$331K – 226
2023
Q4 		$331K Buy
4,428
+395
+10% +$29.5K 0.01% 156
2023
Q3 		$274K Buy
+4,033
New +$274K 0.01% 160