Fi3 Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,768
| Closed | -$1.49M | – | 91 |
|
|
2023
Q4 | $1.49M | Sell |
6,768
-8
| -0.1% | -$1.76K | 0.71% | 19 |
|
|
2023
Q3 | $1.49M | Buy |
6,776
+3
| +0% | +$658 | 0.8% | 17 |
|
|
2023
Q2 | $1.52M | Buy |
6,773
+31
| +0.5% | +$6.97K | 0.8% | 17 |
|
|
2023
Q1 | $1.29M | Buy |
6,742
+8
| +0.1% | +$1.53K | 0.69% | 19 |
|
|
2022
Q4 | $1.24M | Sell |
6,734
-7
| -0.1% | -$1.29K | 0.71% | 21 |
|
|
2022
Q3 | $1.12M | Buy |
6,741
+15
| +0.2% | +$2.49K | 1.02% | 17 |
|
|
2022
Q2 | $1.38M | Sell |
6,726
-3
| -0% | -$616 | 1.14% | 17 |
|
|
2022
Q1 | $1.63M | Hold |
6,729
| – | – | 1.26% | 15 |
|
|
2021
Q4 | $1.64M | Buy |
6,729
+3
| +0% | +$730 | 1.07% | 15 |
|
|
2021
Q3 | $1.37M | Hold |
6,726
| – | – | 0.91% | 18 |
|
|
2021
Q2 | $1.47M | Hold |
6,726
| – | – | 1.01% | 16 |
|
|
2021
Q1 | $1.28M | Buy |
+6,726
| New | +$1.28M | 1.1% | 15 |
|