EverSource Wealth Advisors’s Sotera Health SHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Buy |
3,288
+2,935
| +831% | +$32.6K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $4.12K | Buy |
353
+2
| +0.6% | +$23 | ﹤0.01% | 2586 |
|
|
2024
Q4 | $4.8K | Buy |
351
+146
| +71% | +$2K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $3.42K | Buy |
205
+24
| +13% | +$401 | ﹤0.01% | 2366 |
|
|
2024
Q2 | $2.51K | Buy |
181
+164
| +965% | +$2.28K | ﹤0.01% | 2475 |
|
|
2024
Q1 | $190 | Sell |
17
-165
| -91% | -$1.84K | ﹤0.01% | 2802 |
|
|
2023
Q4 | $3.07K | Buy |
+182
| New | +$3.07K | ﹤0.01% | 2044 |
|
|
2022
Q3 | – | Sell |
-195
| Closed | -$4K | – | 2119 |
|
|
2022
Q2 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 1344 |
|
|
2022
Q1 | – | Sell |
-63
| Closed | -$1K | – | 1831 |
|
|
2021
Q4 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 1725 |
|