Curi Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,206
| Closed | -$265K | – | 133 |
|
|
2023
Q4 | $265K | Sell |
1,206
-1
| -0.1% | -$220 | 0.04% | 129 |
|
|
2023
Q3 | $265K | Sell |
1,207
-36
| -3% | -$7.9K | 0.04% | 125 |
|
|
2023
Q2 | $280K | Hold |
1,243
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $238K | Buy |
1,243
+1
| +0.1% | +$191 | 0.03% | 144 |
|
|
2022
Q4 | $229K | Hold |
1,242
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $207K | Hold |
1,242
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $256K | Buy |
1,242
+36
| +3% | +$7.42K | 0.05% | 96 |
|
|
2022
Q1 | $291K | Hold |
1,206
| – | – | 0.05% | 86 |
|
|
2021
Q4 | $293K | Hold |
1,206
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $246K | Sell |
1,206
-240
| -17% | -$49K | 0.11% | 78 |
|
|
2021
Q2 | $298K | Sell |
1,446
-743
| -34% | -$153K | 0.15% | 70 |
|
|
2021
Q1 | $416K | Hold |
2,189
| – | – | 0.26% | 45 |
|
|
2020
Q4 | $414K | Buy |
+2,189
| New | +$414K | 0.3% | 42 |
|