Beacon Pointe Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,419
| Closed | -$750K | – | 1363 |
|
|
2023
Q3 | $750K | Buy |
3,419
+219
| +7% | +$48.1K | 0.01% | 718 |
|
|
2023
Q2 | $720K | Buy |
+3,200
| New | +$720K | 0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-979
| Closed | -$200K | – | 1053 |
|
|
2022
Q2 | $200K | Sell |
979
-2,483
| -72% | -$507K | ﹤0.01% | 970 |
|
|
2022
Q1 | $837K | Buy |
+3,462
| New | +$837K | 0.01% | 671 |
|