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Watts Gwilliam & Co’s Sempra SRE Stock Holding History

Watts Gwilliam & Co’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$771K Buy
10,807
+270
+3% +$19.3K 0.17% 97
2024
Q4 		$888K Sell
10,537
-70
-0.7% -$5.9K 0.19% 95
2024
Q3 		$866K Buy
+10,607
New +$866K 0.19% 96
2024
Q1 		$805K Buy
+10,502
New +$805K 0.25% 76