KWB Wealth's ownership history for SRE

KWB Wealth currently holds 2.4K shares with a market value of $210.4K. It started holding SRE on 2025-03-31. At its peak, it held 2.4K shares on 2025-03-31. Its highest holding value was $210.4K on 2025-12-31. At its lowest, it held 2.4K shares on 2025-03-31, with a value of $209.0K on 2025-03-31.