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 |
|