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Williams & Novak’s Sempra SRE Stock Holding History

Williams & Novak’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 		– Sell
-5,465
Closed -$391K – 148
2025
Q1 		$391K Buy
5,465
+1,060
+24% +$75.9K 0.38% 67
2024
Q4 		$386K Buy
+4,405
New +$386K 0.37% 66