YHB Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,525
| Closed | -$335K | – | 279 |
|
|
2023
Q3 | $335K | Hold |
1,525
| – | – | 0.03% | 216 |
|
|
2023
Q2 | $343K | Buy |
1,525
+75
| +5% | +$16.9K | 0.03% | 217 |
|
|
2023
Q1 | $277K | Hold |
1,450
| – | – | 0.03% | 234 |
|
|
2022
Q4 | $268K | Buy |
1,450
+84
| +6% | +$15.5K | 0.03% | 235 |
|
|
2022
Q3 | $227K | Hold |
1,366
| – | – | 0.03% | 257 |
|
|
2022
Q2 | $282K | Hold |
1,366
| – | – | 0.03% | 228 |
|
|
2022
Q1 | $330K | Hold |
1,366
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $332K | Sell |
1,366
-7
| -0.5% | -$1.7K | 0.03% | 249 |
|
|
2021
Q3 | $280K | Buy |
1,373
+55
| +4% | +$11.2K | 0.02% | 255 |
|
|
2021
Q2 | $272K | Hold |
1,318
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $274K | Hold |
1,318
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $250K | Sell |
1,318
-3
| -0.2% | -$569 | 0.02% | 251 |
|
|
2020
Q3 | $233K | Buy |
+1,321
| New | +$233K | 0.03% | 239 |
|