Glassman Wealth Services’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 |
-173
| Closed | -$38K | – | 1601 |
|
|
2023
Q4 | $38K | Buy |
+173
| New | +$38K | 0.01% | 522 |
|
|
2022
Q3 | – | Sell |
-91
| Closed | -$19K | – | 1968 |
|
|
2022
Q2 | $19K | Buy |
+91
| New | +$19K | ﹤0.01% | 648 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1512 |
|
|
2020
Q1 | $1K | Sell |
5
-11
| -69% | -$2.2K | ﹤0.01% | 983 |
|
|
2019
Q4 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 792 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 918 |
|
|
2019
Q2 | $1K | Buy |
10
+6
| +150% | +$600 | ﹤0.01% | 930 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 892 |
|