True Wealth Design’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08K | Buy |
17
+2
| +13% | +$480 | ﹤0.01% | 885 |
|
|
2025
Q1 | $3.4K | Buy |
15
+9
| +150% | +$2.04K | ﹤0.01% | 808 |
|
|
2024
Q4 | $1.23K | Buy |
6
+1
| +20% | +$206 | ﹤0.01% | 873 |
|
|
2024
Q3 | $1.21K | Buy |
5
+1
| +25% | +$243 | ﹤0.01% | 929 |
|
|
2024
Q2 | $879 | Buy |
4
+1
| +33% | +$220 | ﹤0.01% | 536 |
|
|
2024
Q1 | $675 | Buy |
3
+1
| +50% | +$225 | ﹤0.01% | 556 |
|
|
2023
Q4 | $440 | Hold |
2
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $439 | Hold |
2
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $450 | Sell |
2
-2
| -50% | -$450 | ﹤0.01% | 470 |
|
|
2023
Q1 | $766 | Buy |
4
+2
| +100% | +$383 | ﹤0.01% | 441 |
|
|
2022
Q4 | $369 | Buy |
+2
| New | +$369 | ﹤0.01% | 536 |
|