Avior Wealth Management’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-542
| Closed | -$21.5K | – | 2111 |
|
|
2024
Q4 | $21.5K | Hold |
542
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q3 | $21K | Hold |
542
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q2 | $22.8K | Sell |
542
-3
| -0.6% | -$126 | ﹤0.01% | 1317 |
|
|
2024
Q1 | $16K | Buy |
545
+3
| +0.6% | +$88 | ﹤0.01% | 1702 |
|
|
2023
Q4 | $19.7K | Buy |
542
+149
| +38% | +$5.42K | ﹤0.01% | 890 |
|
|
2023
Q3 | $12.6K | Hold |
393
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $12.3K | Hold |
393
| – | – | ﹤0.01% | 990 |
|
|
2023
Q1 | $8.95K | Hold |
393
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q4 | $13.4K | Hold |
393
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $11K | Hold |
393
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $14K | Hold |
393
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $17K | Hold |
393
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $18K | Sell |
393
-393
| -50% | -$18K | ﹤0.01% | 729 |
|
|
2021
Q3 | $43K | Buy |
+786
| New | +$43K | ﹤0.01% | 576 |
|