JFS Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Buy |
76
+2
| +3% | +$480 | ﹤0.01% | 675 |
|
|
2025
Q1 | $16.8K | Sell |
74
-21
| -22% | -$4.76K | ﹤0.01% | 713 |
|
|
2024
Q4 | $19.5K | Buy |
95
+55
| +138% | +$11.3K | ﹤0.01% | 652 |
|
|
2024
Q3 | $9.7K | Buy |
40
+4
| +11% | +$970 | ﹤0.01% | 865 |
|
|
2024
Q2 | $7.9K | Hold |
36
| – | – | ﹤0.01% | 871 |
|
|
2024
Q1 | $8.09K | Sell |
36
-1
| -3% | -$225 | ﹤0.01% | 888 |
|
|
2023
Q4 | $8.14K | Sell |
37
-2
| -5% | -$440 | ﹤0.01% | 847 |
|
|
2023
Q3 | $8.56K | Buy |
39
+5
| +15% | +$1.1K | ﹤0.01% | 784 |
|
|
2023
Q2 | $7.65K | Buy |
34
+14
| +70% | +$3.15K | ﹤0.01% | 824 |
|
|
2023
Q1 | $3.83K | Sell |
20
-8
| -29% | -$1.53K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $5.17K | Sell |
28
-8
| -22% | -$1.48K | ﹤0.01% | 979 |
|
|
2022
Q3 | $6K | Buy |
36
+18
| +100% | +$3K | ﹤0.01% | 943 |
|
|
2022
Q2 | $4K | Sell |
18
-15
| -45% | -$3.33K | ﹤0.01% | 1118 |
|
|
2022
Q1 | $8K | Buy |
33
+21
| +175% | +$5.09K | ﹤0.01% | 884 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 991 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$3K | – | 482 |
|
|
2019
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 425 |
|
|
2016
Q2 | – | Sell |
-230
| Closed | -$16K | – | 604 |
|
|
2016
Q1 | $16K | Sell |
230
-150
| -39% | -$10.4K | ﹤0.01% | 350 |
|
|
2015
Q4 | $29K | Buy |
380
+150
| +65% | +$11.4K | 0.01% | 296 |
|
|
2015
Q3 | $15K | Buy |
+230
| New | +$15K | 0.01% | 302 |
|