Jackson Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,626
| Closed | -$954K | – | 105 |
|
|
2022
Q2 | $954K | Sell |
4,626
-9,600
| -67% | -$1.98M | 0.44% | 52 |
|
|
2022
Q1 | $3.44M | Sell |
14,226
-264
| -2% | -$63.8K | 0.48% | 52 |
|
|
2021
Q4 | $3.53M | Buy |
14,490
+208
| +1% | +$50.6K | 0.45% | 65 |
|
|
2021
Q3 | $43K | Buy |
14,282
+420
| +3% | +$1.27K | 0.52% | 35 |
|
|
2021
Q2 | $2.86M | Buy |
13,862
+1,214
| +10% | +$250K | 0.36% | 71 |
|
|
2021
Q1 | $2.41M | Buy |
12,648
+493
| +4% | +$93.9K | 0.36% | 74 |
|
|
2020
Q4 | $2.3M | Buy |
12,155
+2,178
| +22% | +$413K | 0.31% | 74 |
|
|
2020
Q3 | $1.76M | Buy |
9,977
+2,060
| +26% | +$363K | 0.26% | 78 |
|
|
2020
Q2 | $1.22M | Buy |
+7,917
| New | +$1.22M | 0.22% | 87 |
|