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Optimize Financial’s Sotera Health SHC Stock Holding History

Optimize Financial’s Portfolio SHC Stock Details SHC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$161K Sell
14,443
-102
-0.7% -$1.13K 0.1% 217
2025
Q1 		$170K Buy
14,545
+1,041
+8% +$12.1K 0.12% 202
2024
Q4 		$185K Buy
+13,504
New +$185K 0.14% 218