EverSource Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,990
+492
| +33% | +$118K | 0.02% | 472 |
|
|
2025
Q1 | $340K | Buy |
1,498
+381
| +34% | +$86.4K | 0.02% | 481 |
|
|
2024
Q4 | $230K | Buy |
1,117
+330
| +42% | +$67.8K | 0.01% | 608 |
|
|
2024
Q3 | $191K | Buy |
787
+204
| +35% | +$49.5K | 0.01% | 572 |
|
|
2024
Q2 | $139K | Buy |
583
+181
| +45% | +$43.2K | 0.01% | 684 |
|
|
2024
Q1 | $82.3K | Buy |
402
+57
| +17% | +$11.7K | 0.01% | 784 |
|
|
2023
Q4 | $75.7K | Buy |
345
+26
| +8% | +$5.7K | 0.01% | 743 |
|
|
2023
Q3 | $70.2K | Buy |
319
+64
| +25% | +$14.1K | 0.01% | 698 |
|
|
2023
Q2 | $57.5K | Buy |
255
+84
| +49% | +$18.9K | 0.01% | 785 |
|
|
2023
Q1 | $32.7K | Buy |
171
+101
| +144% | +$19.3K | ﹤0.01% | 932 |
|
|
2022
Q4 | $12.9K | Buy |
70
+14
| +25% | +$2.59K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $9K | Buy |
56
+44
| +367% | +$7.07K | ﹤0.01% | 1171 |
|
|
2022
Q2 | $2K | Sell |
12
-4
| -25% | -$667 | ﹤0.01% | 1569 |
|
|
2022
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 1360 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 1360 |
|