Wealthspire Advisors (New York)’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $377K | Buy |
1,571
+373
| +31% | +$89.6K | ﹤0.01% | 607 |
|
2025
Q1 | $272K | Buy |
+1,198
| New | +$272K | ﹤0.01% | 667 |
|
2024
Q4 | – | Sell |
-1,204
| Closed | -$292K | – | 837 |
|
2024
Q3 | $292K | Buy |
+1,204
| New | +$292K | ﹤0.01% | 626 |
|
2021
Q4 | – | Sell |
-2,834
| Closed | -$579K | – | 620 |
|
2021
Q3 | $579K | Buy |
+2,834
| New | +$579K | 0.01% | 331 |
|