MWS
Maxwell Wealth Strategies’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.27M | Sell |
6,195
-2,661
| -30% | -$547K | 0.52% | 53 |
|
|
2024
Q3 | $2.01M | Buy |
8,856
+2,393
| +37% | +$544K | 0.86% | 42 |
|
|
2024
Q2 | $1.42M | Buy |
6,463
+34
| +0.5% | +$7.46K | 0.7% | 49 |
|
|
2024
Q1 | $1.44M | Buy |
6,429
+5,250
| +445% | +$1.17M | 0.73% | 49 |
|
|
2023
Q4 | $259K | Buy |
+1,179
| New | +$259K | 0.17% | 84 |
|