CWM
Cranbrook Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Hold |
2,028
| – | – | 0.1% | 78 |
|
|
2025
Q1 | $460K | Sell |
2,028
-131
| -6% | -$29.7K | 0.11% | 78 |
|
|
2024
Q4 | $444K | Buy |
2,159
+90
| +4% | +$18.5K | 0.1% | 85 |
|
|
2024
Q3 | $502K | Hold |
2,069
| – | – | 0.11% | 78 |
|
|
2024
Q2 | $454K | Buy |
+2,069
| New | +$454K | 0.11% | 77 |
|
|
2021
Q2 | – | Sell |
-48
| Closed | -$9K | – | 380 |
|
|
2021
Q1 | $9K | Buy |
+48
| New | +$9K | ﹤0.01% | 302 |
|