Carolinas Wealth Consulting’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$5.35K | – | 1087 |
|
|
2024
Q4 | $5.35K | Sell |
26
-1
| -4% | -$206 | ﹤0.01% | 625 |
|
|
2024
Q3 | $6.55K | Hold |
27
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $5.93K | Hold |
27
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $6.07K | Buy |
+27
| New | +$6.07K | ﹤0.01% | 622 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$2K | – | 1007 |
|
|
2021
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 850 |
|
|
2021
Q3 | $2K | Sell |
9
-3
| -25% | -$667 | ﹤0.01% | 812 |
|
|
2021
Q2 | $2K | Sell |
12
-2
| -14% | -$333 | ﹤0.01% | 824 |
|
|
2021
Q1 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 786 |
|