Kestra Private 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
Q4
Sell
-1,095
Closed -$266K 1484
2024
Q3
$266K Sell
1,095
-691
-39% -$168K ﹤0.01% 1135
2024
Q2
$392K Sell
1,786
-594
-25% -$130K 0.01% 929
2024
Q1
$535K Sell
2,380
-31
-1% -$6.97K 0.01% 771
2023
Q4
$530K Buy
+2,411
New +$530K 0.01% 706