SSWM
Sheets Smith Wealth Management’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,536
| Closed | -$1.37M | – | 394 |
|
|
2024
Q2 | $1.37M | Buy |
11,536
+613
| +6% | +$72.5K | 0.16% | 131 |
|
|
2024
Q1 | $1.2M | Hold |
10,923
| – | – | 0.13% | 147 |
|
|
2023
Q4 | $960K | Sell |
10,923
-4,376
| -29% | -$385K | 0.14% | 144 |
|
|
2023
Q3 | $1.12M | Sell |
15,299
-910
| -6% | -$66.9K | 0.17% | 126 |
|
|
2023
Q2 | $904K | Buy |
16,209
+2,522
| +18% | +$141K | 0.13% | 145 |
|
|
2023
Q1 | $518K | Buy |
13,687
+46
| +0.3% | +$1.74K | 0.08% | 196 |
|
|
2022
Q4 | $447K | Hold |
13,641
| – | – | 0.07% | 208 |
|
|
2022
Q3 | $293K | Hold |
13,641
| – | – | 0.05% | 247 |
|
|
2022
Q2 | $299K | Buy |
13,641
+3,865
| +40% | +$84.7K | 0.05% | 246 |
|
|
2022
Q1 | $262K | Buy |
+9,776
| New | +$262K | 0.04% | 295 |
|