Lloyd Advisory Services’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,486
| Closed | -$984K | – | 312 |
|
|
2023
Q3 | $984K | Buy |
+4,486
| New | +$984K | 0.32% | 69 |
|
|
2021
Q1 | – | Sell |
-168
| Closed | -$32K | – | 411 |
|
|
2020
Q4 | $32K | Hold |
168
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $30K | Buy |
168
+10
| +6% | +$1.79K | 0.02% | 136 |
|
|
2020
Q2 | $24K | Buy |
158
+3
| +2% | +$456 | 0.02% | 157 |
|
|
2020
Q1 | $22K | Buy |
+155
| New | +$22K | 0.02% | 142 |
|