Plante Moran Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-455
| Closed | -$110K | – | 988 |
|
|
2024
Q3 | $110K | Buy |
+455
| New | +$110K | 0.01% | 266 |
|
|
2023
Q1 | – | Sell |
-138
| Closed | -$25.5K | – | 935 |
|
|
2022
Q4 | $25.5K | Sell |
138
-83
| -38% | -$15.3K | ﹤0.01% | 421 |
|
|
2022
Q3 | $37K | Buy |
221
+214
| +3,057% | +$35.8K | 0.01% | 353 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 940 |
|
|
2021
Q1 | – | Sell |
-1,004
| Closed | -$190K | – | 1135 |
|
|
2020
Q4 | $190K | Sell |
1,004
-23
| -2% | -$4.35K | 0.06% | 176 |
|
|
2020
Q3 | $181K | Buy |
1,027
+1,000
| +3,704% | +$176K | 0.06% | 168 |
|
|
2020
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 620 |
|
|
2020
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 720 |
|