Bramshill Income Performance Fund SRE Holdings History
Bramshill Income Performance Fund's Sempra Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 29.11 Mil shares of Sempra(SRE), totaling $28.56 Mil. This investment constitutes 7.81% of their stock portfolio, and Trust for Advised Portfolios now holds 4.63% of the outstanding Sempra(SRE) stock.
The initial trade took place in 2020Q2. And since then Bramshill Income Performance Fund has made 8 purchases of SRE, at an average price of $62.90, for a total of 64.72 Mil shares. In addition, there have been 4 sales at an average price of $73.01 for 35.61 Mil shares. Based on historical transaction data and SRE's current price of $78.25, Bramshill Income Performance Fund's estimated gain on his SRE holdings is $806.80 Mil, reflecting a 19.82% gain to date.
Bramshill Income Performance Fund SRE ($78.25) Holding Chart
Bramshill Income Performance Fund SRE ($78.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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