SYSTM Wealth Solutions’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-573
| Closed | -$126K | – | 555 |
|
|
2024
Q2 | $126K | Sell |
573
-1,855
| -76% | -$407K | 0.03% | 232 |
|
|
2024
Q1 | $546K | Sell |
2,428
-186
| -7% | -$41.8K | 0.07% | 276 |
|
|
2023
Q4 | $575K | Sell |
2,614
-1,320
| -34% | -$290K | 0.08% | 257 |
|
|
2023
Q3 | $863K | Buy |
3,934
+221
| +6% | +$48.5K | 0.13% | 203 |
|
|
2023
Q2 | $835K | Buy |
3,713
+453
| +14% | +$102K | 0.11% | 235 |
|
|
2023
Q1 | $623K | Buy |
3,260
+52
| +2% | +$9.95K | 0.1% | 262 |
|
|
2022
Q4 | $592K | Buy |
+3,208
| New | +$592K | 0.07% | 310 |
|