Invera Wealth Advisors’s Steris STE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,061
Closed -$1.42M 63
2024
Q1
$1.42M Buy
7,061
+3,484
+97% +$700K 1.2% 33
2023
Q4
$786K Buy
+3,577
New +$786K 0.49% 66