Wealthspire Advisors (Maryland)’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,067
| Closed | -$137K | – | 1850 |
|
|
2019
Q1 | $137K | Sell |
1,067
-66
| -6% | -$8.47K | 0.01% | 542 |
|
|
2018
Q4 | $121K | Sell |
1,133
-45
| -4% | -$4.81K | 0.01% | 543 |
|
|
2018
Q3 | $135K | Buy |
1,178
+119
| +11% | +$13.6K | 0.01% | 570 |
|
|
2018
Q2 | $111K | Buy |
1,059
+49
| +5% | +$5.14K | 0.01% | 665 |
|
|
2018
Q1 | $94K | Buy |
1,010
+14
| +1% | +$1.3K | 0.01% | 739 |
|
|
2017
Q4 | $87K | Sell |
996
-359
| -26% | -$31.4K | 0.01% | 771 |
|
|
2017
Q3 | $120K | Sell |
1,355
-40
| -3% | -$3.54K | 0.01% | 636 |
|
|
2017
Q2 | $114K | Hold |
1,395
| – | – | 0.01% | 644 |
|
|
2017
Q1 | $97K | Hold |
1,395
| – | – | 0.01% | 614 |
|
|
2016
Q4 | $94K | Sell |
1,395
-133
| -9% | -$8.96K | 0.01% | 595 |
|
|
2016
Q3 | $112K | Buy |
1,528
+318
| +26% | +$23.3K | 0.02% | 538 |
|
|
2016
Q2 | $83K | Sell |
1,210
-38
| -3% | -$2.61K | 0.01% | 579 |
|
|
2016
Q1 | $89K | Sell |
1,248
-92
| -7% | -$6.56K | 0.02% | 547 |
|
|
2015
Q4 | $101K | Buy |
+1,340
| New | +$101K | 0.02% | 518 |
|