CreativeOne Wealth’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,148
| Closed | -$251K | – | 670 |
|
2023
Q3 | $251K | Sell |
1,148
-195
| -15% | -$42.6K | 0.02% | 485 |
|
2023
Q2 | $302K | Buy |
+1,343
| New | +$302K | 0.01% | 641 |
|
2022
Q3 | – | Sell |
-1,287
| Closed | -$265K | – | 767 |
|
2022
Q2 | $265K | Buy |
+1,287
| New | +$265K | 0.01% | 598 |
|