Mudita Advisors’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-406,329
| Closed | -$6.79M | – | 19 |
|
|
2024
Q3 | $6.79M | Buy |
406,329
+20,000
| +5% | +$334K | 3.71% | 10 |
|
|
2024
Q2 | $4.59M | Hold |
386,329
| – | – | 2.35% | 12 |
|
|
2024
Q1 | $4.64M | Buy |
386,329
+73,200
| +23% | +$879K | 2.76% | 12 |
|
|
2023
Q4 | $5.28M | Buy |
313,129
+30,000
| +11% | +$506K | 3.66% | 10 |
|
|
2023
Q3 | $4.24M | Buy |
283,129
+32,000
| +13% | +$479K | 3.1% | 11 |
|
|
2023
Q2 | $4.73M | Buy |
251,129
+109,800
| +78% | +$2.07M | 3.62% | 10 |
|
|
2023
Q1 | $2.53M | Buy |
141,329
+24,700
| +21% | +$442K | 2.27% | 14 |
|
|
2022
Q4 | $972K | Hold |
116,629
| – | – | 0.85% | 17 |
|
|
2022
Q3 | $796K | Hold |
116,629
| – | – | 0.74% | 18 |
|
|
2022
Q2 | $2.29M | Hold |
116,629
| – | – | 1.84% | 16 |
|
|
2022
Q1 | $2.53M | Buy |
116,629
+20,500
| +21% | +$444K | 1.69% | 15 |
|
|
2021
Q4 | $2.26M | Buy |
+96,129
| New | +$2.26M | 2.04% | 16 |
|