Bell Investment Advisors’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556 | Sell |
50
-7
| -12% | -$78 | ﹤0.01% | 1739 |
|
|
2025
Q1 | $665 | Sell |
57
-370
| -87% | -$4.32K | ﹤0.01% | 1673 |
|
|
2024
Q4 | $5.84K | Buy |
427
+57
| +15% | +$780 | ﹤0.01% | 860 |
|
|
2024
Q3 | $6.18K | Hold |
370
| – | – | ﹤0.01% | 826 |
|
|
2024
Q2 | $4.39K | Hold |
370
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $4.44K | Hold |
370
| – | – | ﹤0.01% | 990 |
|
|
2023
Q4 | $6.24K | Buy |
+370
| New | +$6.24K | ﹤0.01% | 759 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$520 | – | 1984 |
|
|
2023
Q1 | $520 | Buy |
+29
| New | +$520 | ﹤0.01% | 1811 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | – | – | 1929 |
|
|
2022
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1817 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$1K | – | 1926 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1553 |
|