Summit Trail 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 | $275K | Sell |
1,146
-287
| -20% | -$68.9K | ﹤0.01% | 963 |
|
|
2025
Q1 | $325K | Sell |
1,433
-138
| -9% | -$31.3K | 0.01% | 312 |
|
|
2024
Q4 | $323K | Buy |
1,571
+698
| +80% | +$143K | 0.01% | 278 |
|
|
2024
Q3 | $212K | Buy |
+873
| New | +$212K | 0.01% | 660 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | -$2K | – | 1496 |
|
|
2017
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1678 |
|