BWP
BSW Wealth Partners’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
1,868
| – | – | 0.06% | 188 |
|
|
2025
Q1 | $211K | Sell |
1,868
-822
| -31% | -$93.1K | 0.03% | 287 |
|
|
2024
Q4 | $453K | Hold |
2,690
| – | – | 0.07% | 176 |
|
|
2024
Q3 | $390K | Sell |
2,690
-2,680
| -50% | -$389K | 0.06% | 186 |
|
|
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 | +$203K | 0.04% | 293 |
|