Liberty Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-36
| Closed | -$8K | – | 982 |
|
2021
Q3 | $8K | Buy |
36
+18
| +100% | +$4K | ﹤0.01% | 874 |
|
2021
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 843 |
|
2021
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 782 |
|
2020
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 778 |
|
2020
Q3 | $3K | Sell |
18
-10
| -36% | -$1.67K | ﹤0.01% | 721 |
|
2020
Q2 | $4K | Sell |
28
-4
| -13% | -$571 | ﹤0.01% | 661 |
|
2020
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 640 |
|
2019
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 679 |
|
2019
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 645 |
|
2019
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 668 |
|
2019
Q1 | $4K | Buy |
32
+14
| +78% | +$1.75K | ﹤0.01% | 572 |
|
2018
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 726 |
|