B. Riley Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $227K | Sell |
1,105
-158
| -13% | -$32.5K | 0.01% | 985 |
|
|
2024
Q3 | $302K | Sell |
1,263
-51
| -4% | -$12.2K | 0.01% | 951 |
|
|
2024
Q2 | $288K | Sell |
1,314
-658
| -33% | -$144K | 0.01% | 1049 |
|
|
2024
Q1 | $433K | Buy |
1,972
+209
| +12% | +$45.9K | 0.01% | 865 |
|
|
2023
Q4 | $388K | Sell |
1,763
-209
| -11% | -$46K | 0.01% | 943 |
|
|
2023
Q3 | $433K | Buy |
1,972
+269
| +16% | +$59K | 0.01% | 865 |
|
|
2023
Q2 | $383K | Sell |
1,703
-96
| -5% | -$21.6K | 0.01% | 996 |
|
|
2023
Q1 | $344K | Buy |
1,799
+261
| +17% | +$49.9K | 0.01% | 995 |
|
|
2022
Q4 | $284K | Buy |
1,538
+216
| +16% | +$39.9K | 0.01% | 1072 |
|
|
2022
Q3 | $221K | Buy |
+1,322
| New | +$221K | 0.01% | 1181 |
|
|
2022
Q2 | – | Sell |
-1,252
| Closed | -$304K | – | 1376 |
|
|
2022
Q1 | $304K | Buy |
+1,252
| New | +$304K | 0.01% | 1000 |
|
|
2021
Q1 | – | Sell |
-1,386
| Closed | -$264K | – | 1409 |
|
|
2020
Q4 | $264K | Buy |
+1,386
| New | +$264K | 0.01% | 827 |
|
|
2015
Q1 | – | Sell |
-82
| Closed | -$5 | – | 1797 |
|
|
2014
Q4 | $5 | Buy |
+82
| New | +$5 | ﹤0.01% | 3158 |
|