Compass Ion Advisors’s Steris STE Stock Holding History

Compass Ion Advisors’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$788K	Buy
2025 Q1	$744K	Buy
2024 Q4	$552K	Sell
2024 Q3	$679K	Buy
2024 Q2	$603K	Hold
2024 Q1	$603K	Sell
2023 Q4	$941K	Buy
2023 Q3	$925K	Buy