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True Wealth Design, LLC → SHC

True Wealth Design, LLC SHC Position History

Sotera Health Company

Quarters held
5
Latest value
$37K
Q3 2026
Peak value
$37K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6K
Q4 2025$32K
Q1 2026$16K
Q2 2026$33K
Q3 2026$37K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$37K2.0K——
Q2 2026$33K1.9K——
Q1 2026$16K1.1K——
Q4 2025$32K1.8K——
Q3 2025$6K374——

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