WR Wealth Planners’s Sterling Infrastructure STRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $101K | Sell |
602
-100
| -14% | -$16.8K | 0.03% | 233 |
|
|
2024
Q3 | $102K | Hold |
702
| – | – | 0.03% | 262 |
|
|
2024
Q2 | $83.1K | Sell |
702
-201
| -22% | -$23.8K | 0.03% | 268 |
|
|
2024
Q1 | $99.6K | Buy |
+903
| New | +$99.6K | 0.03% | 257 |
|
|
2023
Q4 | – | Sell |
-900
| Closed | -$66.1K | – | 776 |
|
|
2023
Q3 | $66.1K | Hold |
900
| – | – | 0.03% | 291 |
|
|
2023
Q2 | $50.2K | Hold |
900
| – | – | 0.02% | 314 |
|
|
2023
Q1 | $34.1K | Buy |
+900
| New | +$34.1K | 0.01% | 374 |
|