Motive 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
Q3 | – | Sell |
-2,720
| Closed | -$561K | – | 80 |
|
|
2022
Q2 | $561K | Sell |
2,720
-17
| -0.6% | -$3.51K | 0.44% | 42 |
|
|
2022
Q1 | $662K | Sell |
2,737
-474
| -15% | -$115K | 0.45% | 45 |
|
|
2021
Q4 | $782K | Sell |
3,211
-111
| -3% | -$27K | 0.47% | 41 |
|
|
2021
Q3 | $679K | Sell |
3,322
-29
| -0.9% | -$5.93K | 0.46% | 47 |
|
|
2021
Q2 | $691K | Buy |
+3,351
| New | +$691K | 0.49% | 47 |
|