BTWM
Baker Tilly Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,121
| Closed | -$477K | – | 400 |
|
|
2024
Q1 | $477K | Sell |
2,121
-125
| -6% | -$28.1K | 0.09% | 264 |
|
|
2023
Q4 | $494K | Sell |
2,246
-40
| -2% | -$8.79K | 0.08% | 280 |
|
|
2023
Q3 | $502K | Sell |
2,286
-70
| -3% | -$15.4K | 0.08% | 257 |
|
|
2023
Q2 | $530K | Buy |
2,356
+21
| +0.9% | +$4.73K | 0.06% | 324 |
|
|
2023
Q1 | $447K | Buy |
2,335
+15
| +0.6% | +$2.87K | 0.05% | 362 |
|
|
2022
Q4 | $428K | Sell |
2,320
-77
| -3% | -$14.2K | 0.05% | 361 |
|
|
2022
Q3 | $399K | Sell |
2,397
-57
| -2% | -$9.49K | 0.05% | 349 |
|
|
2022
Q2 | $506K | Sell |
2,454
-148
| -6% | -$30.5K | 0.07% | 301 |
|
|
2022
Q1 | $629K | Sell |
2,602
-320
| -11% | -$77.4K | 0.07% | 282 |
|
|
2021
Q4 | $711K | Buy |
2,922
+602
| +26% | +$146K | 0.08% | 282 |
|
|
2021
Q3 | $474K | Buy |
2,320
+348
| +18% | +$71.1K | 0.06% | 324 |
|
|
2021
Q2 | $407K | Buy |
1,972
+501
| +34% | +$103K | 0.07% | 328 |
|
|
2021
Q1 | $280K | Buy |
1,471
+353
| +32% | +$67.2K | 0.06% | 372 |
|
|
2020
Q4 | $212K | Buy |
+1,118
| New | +$212K | 0.07% | 309 |
|