Baldwin Wealth Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-78
| Closed | -$18.9K | – | 903 |
|
|
2024
Q3 | $18.9K | Hold |
78
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $17.1K | Buy |
78
+4
| +5% | +$878 | ﹤0.01% | 485 |
|
|
2024
Q1 | $16.6K | Buy |
74
+1
| +1% | +$225 | ﹤0.01% | 507 |
|
|
2023
Q4 | $16K | Hold |
73
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $16K | Hold |
73
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $16.4K | Hold |
73
| – | – | ﹤0.01% | 553 |
|
|
2023
Q1 | $14K | Hold |
73
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $13.5K | Sell |
73
-3
| -4% | -$554 | ﹤0.01% | 581 |
|
|
2022
Q3 | $13K | Hold |
76
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $16K | Hold |
76
| – | – | ﹤0.01% | 496 |
|
|
2022
Q1 | $18K | Hold |
76
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $18K | Buy |
76
+8
| +12% | +$1.9K | ﹤0.01% | 461 |
|
|
2021
Q3 | $14K | Hold |
68
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $14K | Hold |
68
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $13K | Hold |
68
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $13K | Hold |
68
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $12K | Buy |
68
+7
| +11% | +$1.24K | ﹤0.01% | 425 |
|
|
2020
Q2 | $9K | Buy |
61
+8
| +15% | +$1.18K | ﹤0.01% | 437 |
|
|
2020
Q1 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 455 |
|