Mount Yale Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $3.05M | Sell |
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|
2023
Q2 | $3.21M | Sell |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $5.88M | Sell |
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|
2021
Q3 | $4.97M | Sell |
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|
2021
Q2 | $5.21M | Sell |
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|
2021
Q1 | $4.88M | Sell |
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|
2020
Q4 | $4.92M | Buy |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $3.93M | Buy |
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|
2020
Q1 | $3.26M | Buy |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $2.03M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.85M | Sell |
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|
2018
Q3 | $1.99M | Buy |
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|
2018
Q2 | $460K | Sell |
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|
2018
Q1 | $414K | Buy |
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