EWM
Empirical Wealth Management’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,187
| Closed | -$705K | – | 708 |
|
|
2024
Q4 | $705K | Sell |
4,187
-480
| -10% | -$80.9K | 0.02% | 323 |
|
|
2024
Q3 | $677K | Buy |
4,667
+1,847
| +65% | +$268K | 0.02% | 327 |
|
|
2024
Q2 | $334K | Buy |
2,820
+564
| +25% | +$66.7K | 0.01% | 431 |
|
|
2024
Q1 | $249K | Buy |
+2,256
| New | +$249K | 0.01% | 468 |
|