Evolution Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38
| Closed | -$8K | – | 561 |
|
|
2021
Q3 | $8K | Sell |
38
-58
| -60% | -$12.2K | ﹤0.01% | 434 |
|
|
2021
Q2 | $20K | Hold |
96
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $18K | Buy |
96
+15
| +19% | +$2.81K | ﹤0.01% | 314 |
|
|
2020
Q4 | $15K | Sell |
81
-22
| -21% | -$4.07K | ﹤0.01% | 302 |
|
|
2020
Q3 | $18K | Hold |
103
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $16K | Hold |
103
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $14K | Sell |
103
-25
| -20% | -$3.4K | 0.01% | 184 |
|
|
2019
Q4 | $20K | Sell |
128
-28
| -18% | -$4.38K | 0.01% | 226 |
|
|
2019
Q3 | $23K | Sell |
156
-22
| -12% | -$3.24K | 0.01% | 84 |
|
|
2019
Q2 | $27K | Buy |
+178
| New | +$27K | 0.01% | 111 |
|