Curi Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $280K | Hold |
|
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|
2023
Q1 | $238K | Buy |
|
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|
2022
Q4 | $229K | Hold |
|
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $414K | Buy |
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