Ropes Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-744
| Closed | -$141K | – | 716 |
|
|
2020
Q4 | $141K | Buy |
744
+44
| +6% | +$8.34K | 0.02% | 265 |
|
|
2020
Q3 | $123K | Hold |
700
| – | – | 0.02% | 249 |
|
|
2020
Q2 | $107K | Buy |
700
+525
| +300% | +$80.3K | 0.02% | 253 |
|
|
2020
Q1 | $24K | Hold |
175
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $27K | Hold |
175
| – | – | 0.01% | 388 |
|
|
2019
Q3 | $25K | Hold |
175
| – | – | 0.01% | 410 |
|
|
2019
Q2 | $26K | Buy |
+175
| New | +$26K | 0.01% | 408 |
|
|
2018
Q3 | – | Sell |
-48
| Closed | -$5K | – | 589 |
|
|
2018
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 503 |
|
|
2018
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 652 |
|