Sowell Financial Services’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,183
| Closed | -$226K | – | 797 |
|
|
2023
Q1 | $226K | Buy |
+1,183
| New | +$226K | 0.02% | 661 |
|
|
2021
Q2 | – | Sell |
-4,148
| Closed | -$872K | – | 2437 |
|
|
2021
Q1 | $872K | Buy |
4,148
+280
| +7% | +$58.9K | 0.03% | 453 |
|
|
2020
Q4 | $733K | Buy |
3,868
+525
| +16% | +$99.5K | 0.03% | 409 |
|
|
2020
Q3 | $589K | Sell |
3,343
-51
| -2% | -$8.99K | 0.03% | 431 |
|
|
2020
Q2 | $521K | Sell |
3,394
-327
| -9% | -$50.2K | 0.03% | 441 |
|
|
2020
Q1 | $521K | Buy |
3,721
+2,115
| +132% | +$296K | 0.04% | 392 |
|
|
2019
Q4 | $245K | Sell |
1,606
-670
| -29% | -$102K | 0.02% | 649 |
|
|
2019
Q3 | $329K | Buy |
+2,276
| New | +$329K | 0.03% | 513 |
|