First Personal Financial Services’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $27.2K | Hold |
112
| – | – | 0.01% | 243 |
|
2024
Q2 | $24.6K | Hold |
112
| – | – | 0.01% | 226 |
|
2024
Q1 | $25.2K | Buy |
+112
| New | +$25.2K | 0.01% | 226 |
|
2019
Q3 | – | Sell |
-234
| Closed | -$35K | – | 736 |
|
2019
Q2 | $35K | Hold |
234
| – | – | 0.01% | 328 |
|
2019
Q1 | $30K | Sell |
234
-13
| -5% | -$1.67K | 0.01% | 349 |
|
2018
Q4 | $26K | Buy |
247
+56
| +29% | +$5.9K | 0.01% | 341 |
|
2018
Q3 | $22K | Buy |
191
+22
| +13% | +$2.53K | 0.01% | 397 |
|
2018
Q2 | $18K | Sell |
169
-616
| -78% | -$65.6K | 0.01% | 410 |
|
2018
Q1 | $74K | Sell |
785
-134
| -15% | -$12.6K | 0.02% | 357 |
|
2017
Q4 | $80K | Buy |
919
+128
| +16% | +$11.1K | 0.02% | 377 |
|
2017
Q3 | $70K | Buy |
791
+20
| +3% | +$1.77K | 0.01% | 372 |
|
2017
Q2 | $63K | Buy |
771
+4
| +0.5% | +$327 | 0.01% | 374 |
|
2017
Q1 | $53K | Hold |
767
| – | – | 0.01% | 385 |
|
2016
Q4 | $52K | Buy |
767
+13
| +2% | +$881 | 0.01% | 364 |
|
2016
Q3 | $55K | Buy |
754
+304
| +68% | +$22.2K | 0.02% | 265 |
|
2016
Q2 | $31K | Buy |
+450
| New | +$31K | 0.01% | 354 |
|