EWM
Empirical Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+893
| New | +$215K | ﹤0.01% | 628 |
|
|
2023
Q1 | – | Sell |
-1,371
| Closed | -$253K | – | 480 |
|
|
2022
Q4 | $253K | Buy |
1,371
+61
| +5% | +$11.3K | 0.01% | 402 |
|
|
2022
Q3 | $218K | Buy |
1,310
+220
| +20% | +$36.6K | 0.01% | 429 |
|
|
2022
Q2 | $225K | Buy |
1,090
+258
| +31% | +$53.3K | 0.01% | 426 |
|
|
2022
Q1 | $201K | Buy |
+832
| New | +$201K | 0.01% | 477 |
|