BSW Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$718K	Hold	1,763	–	–	0.09%	135
2025 Q4	$540K	Sell	1,763 -105	-6%	-$36.2K	0.06%	173
2025 Q3	$635K	Hold	1,868	–	–	0.08%	144
2025 Q2	$431K	Hold	1,868	–	–	0.06%	188
2025 Q1	$211K	Sell	1,868 -822	-31%	-$116K	0.03%	287
2024 Q4	$453K	Hold	2,690	–	–	0.07%	176
2024 Q3	$390K	Sell	2,690 -2,680	-50%	-$318K	0.06%	192
2024 Q2	$635K	Hold	5,370	–	–	0.1%	109
2024 Q1	$592K	Hold	5,370	–	–	0.1%	118
2023 Q4	$472K	Hold	5,370	–	–	0.09%	129
2023 Q3	$395K	Hold	5,370	–	–	0.09%	131
2023 Q2	$300K	Hold	5,370	–	–	0.06%	185
2023 Q1	$203K	Buy	+5,370	New	+$196K	0.04%	293