GWM
Gitterman Wealth Management’s Stantec STN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
5,261
-415
| -7% | -$45.1K | 0.13% | 38 |
|
|
2025
Q1 | $470K | Buy |
5,676
+80
| +1% | +$6.63K | 0.12% | 45 |
|
|
2024
Q4 | $439K | Buy |
5,596
+348
| +7% | +$27.3K | 0.18% | 44 |
|
|
2024
Q3 | $422K | Buy |
5,248
+846
| +19% | +$68K | 0.18% | 39 |
|
|
2024
Q2 | $368K | Sell |
4,402
-62
| -1% | -$5.18K | 0.14% | 44 |
|
|
2024
Q1 | $371K | Buy |
4,464
+708
| +19% | +$58.8K | 0.14% | 41 |
|
|
2023
Q4 | $301K | Sell |
3,756
-705
| -16% | -$56.5K | 0.13% | 47 |
|
|
2023
Q3 | $289K | Sell |
4,461
-210
| -4% | -$13.6K | 0.14% | 39 |
|
|
2023
Q2 | $305K | Buy |
4,671
+221
| +5% | +$14.4K | 0.14% | 39 |
|
|
2023
Q1 | $260K | Sell |
4,450
-201
| -4% | -$11.7K | 0.12% | 47 |
|
|
2022
Q4 | $223K | Buy |
+4,651
| New | +$223K | 0.11% | 61 |
|
|
2022
Q3 | – | Sell |
-7,077
| Closed | -$313K | – | 87 |
|
|
2022
Q2 | $313K | Buy |
+7,077
| New | +$313K | 0.29% | 42 |
|
|
2021
Q4 | – | Sell |
-6,751
| Closed | -$317K | – | 106 |
|
|
2021
Q3 | $317K | Buy |
6,751
+535
| +9% | +$25.1K | 0.25% | 40 |
|
|
2021
Q2 | $277K | Buy |
+6,216
| New | +$277K | 0.22% | 44 |
|