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Wallace Advisory Group’s Sempra SRE Stock Holding History

Wallace Advisory Group’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 		$305K Hold
4,281
– – 0.22% 130
2025
Q1 		$376K Hold
4,281
– – 0.26% 110
2024
Q4 		$358K Buy
+4,281
New +$358K 0.25% 113