YorkBridge Wealth Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $308K | Sell |
1,666
-76
| -4% | -$14K | 0.08% | 185 |
|
|
2022
Q3 | $290K | Sell |
1,742
-4
| -0.2% | -$666 | 0.07% | 202 |
|
|
2022
Q2 | $360K | Sell |
1,746
-52
| -3% | -$10.7K | 0.09% | 164 |
|
|
2022
Q1 | $435K | Sell |
1,798
-90
| -5% | -$21.8K | 0.1% | 160 |
|
|
2021
Q4 | $460K | Buy |
1,888
+64
| +4% | +$15.6K | 0.1% | 158 |
|
|
2021
Q3 | $373K | Buy |
1,824
+90
| +5% | +$18.4K | 0.09% | 179 |
|
|
2021
Q2 | $358K | Buy |
1,734
+13
| +0.8% | +$2.68K | 0.09% | 177 |
|
|
2021
Q1 | $328K | Buy |
+1,721
| New | +$328K | 0.1% | 180 |
|
|
2019
Q3 | – | Sell |
-995
| Closed | -$148K | – | 577 |
|
|
2019
Q2 | $148K | Sell |
995
-250
| -20% | -$37.2K | 0.07% | 228 |
|
|
2019
Q1 | $159K | Sell |
1,245
-15
| -1% | -$1.92K | 0.07% | 197 |
|
|
2018
Q4 | $135K | Sell |
1,260
-89
| -7% | -$9.54K | 0.07% | 203 |
|
|
2018
Q3 | $154K | Sell |
1,349
-56
| -4% | -$6.39K | 0.07% | 205 |
|
|
2018
Q2 | $148K | Buy |
1,405
+37
| +3% | +$3.9K | 0.06% | 218 |
|
|
2018
Q1 | $129K | Buy |
1,368
+83
| +6% | +$7.83K | 0.06% | 248 |
|
|
2017
Q4 | $113K | Buy |
+1,285
| New | +$113K | 0.05% | 266 |
|