WR Wealth Planners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.8K | Sell |
67
-3,104
| -98% | -$639K | ﹤0.01% | 544 |
|
|
2024
Q3 | $769K | Buy |
3,171
+129
| +4% | +$31.3K | 0.21% | 76 |
|
|
2024
Q2 | $668K | Buy |
3,042
+822
| +37% | +$180K | 0.2% | 79 |
|
|
2024
Q1 | $499K | Buy |
2,220
+9
| +0.4% | +$2.02K | 0.16% | 94 |
|
|
2023
Q4 | $486K | Buy |
2,211
+260
| +13% | +$57.2K | 0.18% | 104 |
|
|
2023
Q3 | $428K | Sell |
1,951
-215
| -10% | -$47.2K | 0.16% | 103 |
|
|
2023
Q2 | $487K | Buy |
2,166
+98
| +5% | +$22K | 0.19% | 87 |
|
|
2023
Q1 | $396K | Buy |
2,068
+115
| +6% | +$22K | 0.17% | 100 |
|
|
2022
Q4 | $361K | Buy |
1,953
+29
| +2% | +$5.36K | 0.22% | 72 |
|
|
2022
Q3 | $320K | Buy |
1,924
+138
| +8% | +$22.9K | 0.23% | 75 |
|
|
2022
Q2 | $368K | Buy |
1,786
+40
| +2% | +$8.25K | 0.24% | 65 |
|
|
2022
Q1 | $422K | Buy |
+1,746
| New | +$422K | 0.25% | 66 |
|