JFS Wealth Advisors’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 | $634 | Buy |
57
+38
| +200% | +$423 | ﹤0.01% | 1656 |
|
|
2025
Q1 | $222 | Buy |
19
+11
| +138% | +$129 | ﹤0.01% | 1833 |
|
|
2024
Q4 | $110 | Sell |
8
-37
| -82% | -$509 | ﹤0.01% | 1882 |
|
|
2024
Q3 | $752 | Buy |
45
+23
| +105% | +$384 | ﹤0.01% | 1742 |
|
|
2024
Q2 | $262 | Sell |
22
-12
| -35% | -$143 | ﹤0.01% | 1875 |
|
|
2024
Q1 | $409 | Buy |
34
+29
| +580% | +$349 | ﹤0.01% | 1821 |
|
|
2023
Q4 | $85 | Sell |
5
-38
| -88% | -$646 | ﹤0.01% | 1962 |
|
|
2023
Q3 | $645 | Buy |
43
+8
| +23% | +$120 | ﹤0.01% | 1696 |
|
|
2023
Q2 | $660 | Buy |
35
+18
| +106% | +$339 | ﹤0.01% | 1707 |
|
|
2023
Q1 | $305 | Buy |
+17
| New | +$305 | ﹤0.01% | 1779 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | – | – | 1913 |
|
|
2022
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1919 |
|