Asset Dedication, LLC's ownership history for SRE

Asset Dedication, LLC currently holds 818 shares with a market value of $73.6K. It started holding SRE on 2024-09-30. At its peak, it held 5.9K shares on 2024-09-30. Its highest holding value was $491.3K on 2024-09-30. At its lowest, it held 606 shares on 2024-12-31, with a value of $43.2K on 2025-03-31. In the recent 180 days, Asset Dedication, LLC has increased its shares by 212. In the recent year, Asset Dedication, LLC has decreased its shares by 5.1K.