Journey Strategic Wealth’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,127
+174
| +18% | +$41.8K | 0.01% | 477 |
|
|
2025
Q1 | $216K | Buy |
+953
| New | +$216K | 0.01% | 447 |
|
|
2024
Q4 | – | Sell |
-925
| Closed | -$224K | – | 550 |
|
|
2024
Q3 | $224K | Sell |
925
-52
| -5% | -$12.6K | 0.01% | 436 |
|
|
2024
Q2 | $214K | Buy |
+977
| New | +$214K | 0.01% | 348 |
|