Dynamic Advisor Solutions’s Steris STE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
1,224
+21
+2% +$5.05K 0.01% 755
2025
Q1
$273K Buy
1,203
+230
+24% +$52.1K 0.01% 737
2024
Q4
$200K Sell
973
-283
-23% -$58.2K 0.01% 621
2024
Q3
$305K Sell
1,256
-2
-0.2% -$485 0.01% 745
2024
Q2
$276K Sell
1,258
-49
-4% -$10.8K 0.01% 788
2024
Q1
$294K Sell
1,307
-4
-0.3% -$899 0.01% 767
2023
Q4
$283K Buy
1,311
+173
+15% +$37.4K 0.01% 737
2023
Q3
$250K Buy
+1,138
New +$250K 0.01% 711