AE 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
Q1 | – | Sell |
-5,945
| Closed | -$1.28M | – | 1873 |
|
|
2023
Q4 | $1.28M | Buy |
5,945
+1,252
| +27% | +$271K | 0.01% | 1063 |
|
|
2023
Q3 | $1.03M | Buy |
4,693
+28
| +0.6% | +$6.14K | 0.01% | 1085 |
|
|
2023
Q2 | $1.05M | Buy |
4,665
+32
| +0.7% | +$7.2K | 0.01% | 1076 |
|
|
2023
Q1 | $886K | Sell |
4,633
-1,591
| -26% | -$304K | 0.01% | 1095 |
|
|
2022
Q4 | $1.15M | Sell |
6,224
-837
| -12% | -$155K | 0.01% | 927 |
|
|
2022
Q3 | $1.17M | Buy |
7,061
+3,558
| +102% | +$592K | 0.01% | 884 |
|
|
2022
Q2 | $722K | Buy |
3,503
+170
| +5% | +$35K | 0.01% | 1005 |
|
|
2022
Q1 | $806K | Sell |
3,333
-40
| -1% | -$9.67K | 0.01% | 998 |
|
|
2021
Q4 | $821K | Buy |
3,373
+274
| +9% | +$66.7K | 0.01% | 1017 |
|
|
2021
Q3 | $633K | Buy |
3,099
+37
| +1% | +$7.56K | 0.01% | 1060 |
|
|
2021
Q2 | $632K | Buy |
3,062
+109
| +4% | +$22.5K | 0.01% | 1041 |
|
|
2021
Q1 | $562K | Sell |
2,953
-4,084
| -58% | -$777K | 0.01% | 974 |
|
|
2020
Q4 | $1.33M | Sell |
7,037
-72
| -1% | -$13.6K | 0.02% | 615 |
|
|
2020
Q3 | $1.25M | Buy |
7,109
+677
| +11% | +$119K | 0.02% | 566 |
|
|
2020
Q2 | $987K | Sell |
6,432
-3,812
| -37% | -$585K | 0.02% | 626 |
|
|
2020
Q1 | $1.43M | Buy |
10,244
+8,643
| +540% | +$1.21M | 0.03% | 387 |
|
|
2019
Q4 | $244K | Sell |
1,601
-64
| -4% | -$9.75K | 0.01% | 985 |
|
|
2019
Q3 | $241K | Sell |
1,665
-105
| -6% | -$15.2K | 0.01% | 863 |
|
|
2019
Q2 | $264K | Buy |
+1,770
| New | +$264K | 0.01% | 798 |
|