FMWA
Forvis Mazars Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,822
| Closed | -$535K | – | 345 |
|
|
2020
Q4 | $535K | Sell |
2,822
-50
| -2% | -$9.48K | 0.03% | 216 |
|
|
2020
Q3 | $506K | Buy |
2,872
+188
| +7% | +$33.1K | 0.03% | 204 |
|
|
2020
Q2 | $412K | Buy |
2,684
+261
| +11% | +$40.1K | 0.03% | 213 |
|
|
2020
Q1 | $339K | Buy |
+2,423
| New | +$339K | 0.03% | 210 |
|
|
2017
Q1 | – | Sell |
-3,765
| Closed | -$254K | – | 216 |
|
|
2016
Q4 | $254K | Hold |
3,765
| – | – | 0.03% | 176 |
|
|
2016
Q3 | $275K | Buy |
3,765
+740
| +24% | +$54.1K | 0.04% | 156 |
|
|
2016
Q2 | $208K | Buy |
+3,025
| New | +$208K | 0.03% | 179 |
|