Mount Yale Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
2,934
-3,364
| -53% | -$808K | 0.06% | 272 |
|
|
2025
Q1 | $1.43M | Sell |
6,298
-441
| -7% | -$100K | 0.12% | 151 |
|
|
2024
Q4 | $1.39M | Sell |
6,739
-197
| -3% | -$40.5K | 0.11% | 156 |
|
|
2024
Q3 | $1.68M | Sell |
6,936
-3,838
| -36% | -$931K | 0.16% | 138 |
|
|
2024
Q2 | $2.37M | Sell |
10,774
-2,131
| -17% | -$468K | 0.19% | 105 |
|
|
2024
Q1 | $2.9M | Sell |
12,905
-752
| -6% | -$169K | 0.22% | 99 |
|
|
2023
Q4 | $3M | Sell |
13,657
-247
| -2% | -$54.3K | 0.29% | 84 |
|
|
2023
Q3 | $3.05M | Sell |
13,904
-374
| -3% | -$82.1K | 0.33% | 70 |
|
|
2023
Q2 | $3.21M | Sell |
14,278
-306
| -2% | -$68.8K | 0.34% | 69 |
|
|
2023
Q1 | $2.79M | Sell |
14,584
-751
| -5% | -$144K | 0.31% | 75 |
|
|
2022
Q4 | $2.83M | Sell |
15,335
-5,834
| -28% | -$1.08M | 0.32% | 80 |
|
|
2022
Q3 | $3.52M | Sell |
21,169
-34
| -0.2% | -$5.65K | 0.47% | 48 |
|
|
2022
Q2 | $4.37M | Sell |
21,203
-850
| -4% | -$175K | 0.55% | 40 |
|
|
2022
Q1 | $5.33M | Sell |
22,053
-2,114
| -9% | -$511K | 0.58% | 37 |
|
|
2021
Q4 | $5.88M | Sell |
24,167
-181
| -0.7% | -$44.1K | 0.61% | 34 |
|
|
2021
Q3 | $4.97M | Sell |
24,348
-900
| -4% | -$184K | 0.57% | 42 |
|
|
2021
Q2 | $5.21M | Sell |
25,248
-355
| -1% | -$73.2K | 0.63% | 38 |
|
|
2021
Q1 | $4.88M | Sell |
25,603
-360
| -1% | -$68.6K | 0.64% | 38 |
|
|
2020
Q4 | $4.92M | Buy |
25,963
+338
| +1% | +$64.1K | 0.69% | 34 |
|
|
2020
Q3 | $4.52M | Sell |
25,625
-10
| -0% | -$1.76K | 0.64% | 31 |
|
|
2020
Q2 | $3.93M | Buy |
25,635
+2,344
| +10% | +$360K | 0.7% | 35 |
|
|
2020
Q1 | $3.26M | Buy |
23,291
+9,528
| +69% | +$1.33M | 0.74% | 32 |
|
|
2019
Q4 | $2.07M | Sell |
13,763
-182
| -1% | -$27.4K | 0.36% | 67 |
|
|
2019
Q3 | $2.03M | Sell |
13,945
-759
| -5% | -$110K | 0.36% | 68 |
|
|
2019
Q2 | $2.25M | Sell |
14,704
-423
| -3% | -$64.7K | 0.42% | 57 |
|
|
2019
Q1 | $1.94M | Sell |
15,127
-274
| -2% | -$35.1K | 0.36% | 66 |
|
|
2018
Q4 | $1.85M | Sell |
15,401
-1,152
| -7% | -$138K | 0.37% | 68 |
|
|
2018
Q3 | $1.99M | Buy |
16,553
+12,175
| +278% | +$1.46M | 0.35% | 66 |
|
|
2018
Q2 | $460K | Sell |
4,378
-54
| -1% | -$5.67K | 0.09% | 186 |
|
|
2018
Q1 | $414K | Buy |
+4,432
| New | +$414K | 0.09% | 204 |
|