Lenox Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $13K | Sell |
54
-36
| -40% | -$8.67K | ﹤0.01% | 446 |
|
|
2021
Q4 | $22K | Hold |
90
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $18K | Hold |
90
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $19K | Hold |
90
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $17K | Sell |
90
-136
| -60% | -$25.7K | ﹤0.01% | 338 |
|
|
2020
Q4 | $43K | Buy |
226
+72
| +47% | +$13.7K | 0.01% | 206 |
|
|
2020
Q3 | $27K | Buy |
154
+54
| +54% | +$9.47K | ﹤0.01% | 242 |
|
|
2020
Q2 | $15K | Buy |
100
+27
| +37% | +$4.05K | ﹤0.01% | 334 |
|
|
2020
Q1 | $10K | Buy |
+73
| New | +$10K | ﹤0.01% | 347 |
|
|
2019
Q4 | – | Sell |
-24
| Closed | -$3K | – | 813 |
|
|
2019
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 468 |
|
|
2019
Q2 | $4K | Sell |
24
-86
| -78% | -$14.3K | ﹤0.01% | 338 |
|
|
2019
Q1 | $14K | Buy |
+110
| New | +$14K | ﹤0.01% | 241 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$2K | – | 638 |
|
|
2018
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 483 |
|