Clearview Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-108
| Closed | -$24.3K | – | 563 |
|
|
2023
Q2 | $24.3K | Buy |
108
+1
| +0.9% | +$225 | 0.02% | 256 |
|
|
2023
Q1 | $20.6K | Hold |
107
| – | – | 0.02% | 273 |
|
|
2022
Q4 | $19.9K | Hold |
107
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $18K | Buy |
107
+1
| +0.9% | +$168 | 0.01% | 269 |
|
|
2022
Q2 | $22K | Hold |
106
| – | – | 0.02% | 271 |
|
|
2022
Q1 | $26K | Hold |
106
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $26K | Hold |
106
| – | – | 0.02% | 304 |
|
|
2021
Q3 | $22K | Hold |
106
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $22K | Buy |
106
+1
| +1% | +$208 | 0.01% | 329 |
|
|
2021
Q1 | $20K | Hold |
105
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $20K | Buy |
+105
| New | +$20K | 0.01% | 302 |
|