Opal Wealth 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 | $75.4K | Sell |
314
-828
| -73% | -$199K | 0.02% | 305 |
|
|
2025
Q1 | $259K | Buy |
1,142
+24
| +2% | +$5.44K | 0.08% | 141 |
|
|
2024
Q4 | $230K | Buy |
1,118
+60
| +6% | +$12.3K | 0.07% | 171 |
|
|
2024
Q3 | $257K | Sell |
1,058
-49
| -4% | -$11.9K | 0.08% | 150 |
|
|
2024
Q2 | $243K | Sell |
1,107
-54
| -5% | -$11.9K | 0.08% | 148 |
|
|
2024
Q1 | $261K | Buy |
1,161
+83
| +8% | +$18.7K | 0.09% | 139 |
|
|
2023
Q4 | $237K | Sell |
1,078
-9
| -0.8% | -$1.98K | 0.09% | 150 |
|
|
2023
Q3 | $239K | Sell |
1,087
-90
| -8% | -$19.7K | 0.14% | 126 |
|
|
2023
Q2 | $265K | Sell |
1,177
-44
| -4% | -$9.9K | 0.13% | 113 |
|
|
2023
Q1 | $234K | Buy |
1,221
+7
| +0.6% | +$1.34K | 0.14% | 100 |
|
|
2022
Q4 | $224K | Sell |
1,214
-54
| -4% | -$9.97K | 0.12% | 109 |
|
|
2022
Q3 | $211K | Buy |
1,268
+22
| +2% | +$3.66K | 0.15% | 91 |
|
|
2022
Q2 | $257K | Sell |
1,246
-190
| -13% | -$39.2K | 0.17% | 80 |
|
|
2022
Q1 | $347K | Buy |
1,436
+152
| +12% | +$36.7K | 0.3% | 56 |
|
|
2021
Q4 | $313K | Buy |
1,284
+110
| +9% | +$26.8K | 0.2% | 80 |
|
|
2021
Q3 | $240K | Buy |
1,174
+68
| +6% | +$13.9K | 0.23% | 65 |
|
|
2021
Q2 | $228K | Sell |
1,106
-99
| -8% | -$20.4K | 0.21% | 69 |
|
|
2021
Q1 | $230K | Buy |
1,205
+15
| +1% | +$2.86K | 0.25% | 65 |
|
|
2020
Q4 | $226K | Buy |
+1,190
| New | +$226K | 0.28% | 62 |
|