Envestnet Portfolio Solutions’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
$734K Buy
65,975
+49,992
+313% +$556K ﹤0.01% 927
2025
Q1
$186K Buy
15,983
+144
+0.9% +$1.68K ﹤0.01% 1511
2024
Q4
$217K Buy
15,839
+2,340
+17% +$32K ﹤0.01% 1644
2024
Q3
$225K Sell
13,499
-34
-0.3% -$568 ﹤0.01% 1582
2024
Q2
$161K Buy
+13,533
New +$161K ﹤0.01% 1599