Quotient Wealth Partners’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 |
-1,030
| Closed | -$250K | – | 338 |
|
|
2024
Q3 | $250K | Sell |
1,030
-332
| -24% | -$80.5K | 0.01% | 280 |
|
|
2024
Q2 | $299K | Sell |
1,362
-1,531
| -53% | -$336K | 0.01% | 248 |
|
|
2024
Q1 | $650K | Sell |
2,893
-1,048
| -27% | -$236K | 0.02% | 147 |
|
|
2023
Q4 | $866K | Buy |
+3,941
| New | +$866K | 0.03% | 135 |
|