Adirondack Retirement Specialists’s KORU Medical Systems KRMD Stock Holding History

Adirondack Retirement Specialists’s Portfolio KRMD Stock Details KRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-69,079	Closed	-$247K	–	168
2022 Q4	$247K	Sell	69,079 -76,415	-53%	-$211K	0.28%	17
2022 Q3	$324K	Sell	145,494 -8,789	-6%	-$21.7K	0.31%	20
2022 Q2	$384K	Buy	154,283 +100,400	+186%	+$244K	0.39%	16
2022 Q1	$455K	Sell	53,883 -119,372	-69%	-$357K	0.41%	16
2021 Q4	$520K	Sell	173,255 -1,246	-0.7%	-$3.82K	0.45%	14
2021 Q3	$497K	Buy	174,501 +117,484	+206%	+$389K	0.46%	16
2021 Q2	$801K	Sell	57,017 -280	-0.5%	-$1.1K	0.76%	12
2021 Q1	$600K	Sell	57,297 -118,568	-67%	-$514K	0.61%	13
2020 Q4	$1.06M	Buy	+175,865	New	+$984K	0.93%	14

Other funds holding KRMD

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adirondack Retirement Specialists's KRMD Position: Q1 2023 in Review

Adirondack Retirement Specialists sold out of KORU Medical Systems (KRMD) in Q1 2023, closing a stake of 69,079 shares — an estimated $247K sold.

Adirondack Retirement Specialists first reported a position in KRMD in Q4 2020 and held it in 9 quarters. The position peaked at $1.06M in Q4 2020. 53 funds tracked by Wall St. Rank hold KRMD as of Q1 2023.

Adirondack Retirement Specialists reported no remaining KORU Medical Systems position as of Q1 2023 after selling out during the quarter.
Adirondack Retirement Specialists sold 69,079 KORU Medical Systems shares in Q1 2023, an estimated $247K.
Adirondack Retirement Specialists first reported a position in KORU Medical Systems in Q4 2020 and held it in 9 quarters.
Adirondack Retirement Specialists's KORU Medical Systems position peaked at $1.06M in Q4 2020.
53 funds tracked by Wall St. Rank held KORU Medical Systems as of Q1 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q1 2023, filed 7 Apr 2023.