WealthShield Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,728
| Closed | -$1.59M | – | 549 |
|
|
2024
Q4 | $1.59M | Buy |
7,728
+38
| +0.5% | +$7.81K | 0.23% | 111 |
|
|
2024
Q3 | $1.87M | Buy |
7,690
+466
| +6% | +$113K | 0.25% | 105 |
|
|
2024
Q2 | $1.59M | Sell |
7,224
-748
| -9% | -$164K | 0.24% | 110 |
|
|
2024
Q1 | $1.79M | Buy |
7,972
+401
| +5% | +$90.2K | 0.29% | 100 |
|
|
2023
Q4 | $1.66M | Buy |
7,571
+261
| +4% | +$57.4K | 0.27% | 104 |
|
|
2023
Q3 | $1.6M | Buy |
7,310
+1,095
| +18% | +$240K | 0.24% | 113 |
|
|
2023
Q2 | $1.4M | Sell |
6,215
-1,451
| -19% | -$326K | 0.21% | 118 |
|
|
2023
Q1 | $1.47M | Buy |
+7,666
| New | +$1.47M | 0.24% | 113 |
|
|
2022
Q4 | – | Sell |
-4,871
| Closed | -$810K | – | 306 |
|
|
2022
Q3 | $810K | Buy |
4,871
+617
| +15% | +$103K | 0.16% | 148 |
|
|
2022
Q2 | $877K | Buy |
+4,254
| New | +$877K | 0.17% | 140 |
|
|
2021
Q2 | – | Sell |
-43
| Closed | -$8K | – | 1115 |
|
|
2021
Q1 | $8K | Buy |
+43
| New | +$8K | ﹤0.01% | 862 |
|