DAS
Diversify Advisory Services’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
2,415
+314
| +15% | +$76.5K | 0.02% | 478 |
|
|
2025
Q1 | $471K | Buy |
2,101
+558
| +36% | +$125K | 0.03% | 367 |
|
|
2024
Q4 | $318K | Sell |
1,543
-165
| -10% | -$34K | 0.02% | 468 |
|
|
2024
Q3 | $378K | Sell |
1,708
-494
| -22% | -$109K | 0.02% | 439 |
|
|
2024
Q2 | $470K | Sell |
2,202
-1,883
| -46% | -$402K | 0.03% | 391 |
|
|
2024
Q1 | $903K | Buy |
+4,085
| New | +$903K | 0.05% | 275 |
|