First Foundation Advisors’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,267
| Closed | -$244K | – | 448 |
|
|
2022
Q1 | $244K | Sell |
11,267
-3,984
| -26% | -$86.3K | 0.01% | 367 |
|
|
2021
Q4 | $359K | Hold |
15,251
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $399K | Sell |
15,251
-630
| -4% | -$16.5K | 0.01% | 309 |
|
|
2021
Q2 | $385K | Sell |
15,881
-3,664
| -19% | -$88.8K | 0.01% | 327 |
|
|
2021
Q1 | $488K | Buy |
19,545
+4,652
| +31% | +$116K | 0.02% | 268 |
|
|
2020
Q4 | $409K | Buy |
+14,893
| New | +$409K | 0.02% | 287 |
|