9258 Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $497K | Sell |
2,050
-188
| -8% | -$45.6K | 0.07% | 201 |
|
|
2024
Q2 | $491K | Buy |
2,238
+140
| +7% | +$30.7K | 0.08% | 192 |
|
|
2024
Q1 | $472K | Buy |
2,098
+58
| +3% | +$13K | 0.07% | 202 |
|
|
2023
Q4 | $448K | Buy |
2,040
+676
| +50% | +$149K | 0.08% | 195 |
|
|
2023
Q3 | $299K | Buy |
1,364
+185
| +16% | +$40.6K | 0.06% | 243 |
|
|
2023
Q2 | $265K | Buy |
+1,179
| New | +$265K | 0.05% | 268 |
|