BerganKDV Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.8K | Sell |
8
-4
| -33% | -$900 | ﹤0.01% | 701 |
|
|
2023
Q1 | $2.3K | Hold |
12
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $2.22K | Sell |
12
-7
| -37% | -$1.29K | ﹤0.01% | 787 |
|
|
2022
Q3 | $3K | Sell |
19
-20
| -51% | -$3.16K | ﹤0.01% | 774 |
|
|
2022
Q2 | $8K | Hold |
39
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 635 |
|
|
2021
Q4 | $9K | Hold |
39
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $8K | Hold |
39
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $8K | Hold |
39
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $7K | Hold |
39
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $7K | Buy |
39
+14
| +56% | +$2.51K | ﹤0.01% | 621 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 617 |
|
|
2020
Q2 | $4K | Buy |
25
+3
| +14% | +$480 | ﹤0.01% | 670 |
|
|
2020
Q1 | $3K | Buy |
22
+6
| +38% | +$818 | ﹤0.01% | 693 |
|
|
2019
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 799 |
|