Valeo Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-52
| Closed | -$9K | – | 1793 |
|
|
2020
Q3 | $9K | Sell |
52
-43
| -45% | -$7.44K | ﹤0.01% | 1076 |
|
|
2020
Q2 | $15K | Buy |
95
+4
| +4% | +$632 | ﹤0.01% | 1096 |
|
|
2020
Q1 | $14K | Buy |
91
+9
| +11% | +$1.39K | ﹤0.01% | 951 |
|
|
2019
Q4 | $12K | Sell |
82
-9
| -10% | -$1.32K | ﹤0.01% | 1054 |
|
|
2019
Q3 | $13K | Hold |
91
| – | – | ﹤0.01% | 955 |
|
|
2019
Q2 | $14K | Hold |
91
| – | – | ﹤0.01% | 934 |
|
|
2019
Q1 | $12K | Buy |
91
+1
| +1% | +$132 | ﹤0.01% | 921 |
|
|
2018
Q4 | $10K | Buy |
90
+38
| +73% | +$4.22K | ﹤0.01% | 882 |
|
|
2018
Q3 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 1140 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1479 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1213 |
|