Spire Wealth Management’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 |
-30
| Closed | -$501 | – | 2514 |
|
|
2024
Q3 | $501 | Buy |
+30
| New | +$501 | ﹤0.01% | 2156 |
|
|
2022
Q4 | – | Sell |
-1,615
| Closed | -$11K | – | 2391 |
|
|
2022
Q3 | $11K | Hold |
1,615
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q2 | $32K | Hold |
1,615
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q1 | $35K | Sell |
1,615
-64
| -4% | -$1.39K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $40K | Buy |
1,679
+560
| +50% | +$13.3K | ﹤0.01% | 1823 |
|
|
2021
Q3 | $29K | Buy |
+1,119
| New | +$29K | ﹤0.01% | 1707 |
|
|
2021
Q2 | – | Sell |
-137
| Closed | -$3K | – | 2917 |
|
|
2021
Q1 | $3K | Buy |
+137
| New | +$3K | ﹤0.01% | 2773 |
|