Bank of Montreal’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,144
| Closed | -$309K | – | 4300 |
|
|
2023
Q4 | $309K | Buy |
8,144
+554
| +7% | +$18.2K | ﹤0.01% | 2845 |
|
|
2023
Q3 | $290K | Buy |
7,590
+431
| +6% | +$14.6K | ﹤0.01% | 2834 |
|
|
2023
Q2 | $225K | Sell |
7,159
-7,420
| -51% | -$169K | ﹤0.01% | 3146 |
|
|
2023
Q1 | $336K | Buy |
14,579
+8,976
| +160% | +$231K | ﹤0.01% | 2715 |
|
|
2022
Q4 | $202K | Sell |
5,603
-932
| -14% | -$31.2K | ﹤0.01% | 3151 |
|
|
2022
Q3 | $211 | Sell |
6,535
-7,416
| -53% | -$254K | ﹤0.01% | 3180 |
|
|
2022
Q2 | $535 | Buy |
13,951
+5,053
| +57% | +$196K | ﹤0.01% | 2647 |
|
|
2022
Q1 | $388K | Buy |
8,898
+1,126
| +14% | +$49.3K | ﹤0.01% | 3019 |
|
|
2021
Q4 | $379K | Sell |
7,772
-476
| -6% | -$24K | ﹤0.01% | 2592 |
|
|
2021
Q3 | $464K | Sell |
8,248
-15
| -0.2% | -$833 | ﹤0.01% | 2915 |
|
|
2021
Q2 | $460K | Sell |
8,263
-231
| -3% | -$12.7K | ﹤0.01% | 2866 |
|
|
2021
Q1 | $489K | Buy |
8,494
+907
| +12% | +$45.2K | ﹤0.01% | 2655 |
|
|
2020
Q4 | $319K | Buy |
7,587
+2,581
| +52% | +$102K | ﹤0.01% | 2960 |
|
|
2020
Q3 | $197K | Sell |
5,006
-197
| -4% | -$8.65K | ﹤0.01% | 2752 |
|
|
2020
Q2 | $215K | Buy |
5,203
+3,262
| +168% | +$123K | ﹤0.01% | 2697 |
|
|
2020
Q1 | $66K | Sell |
1,941
-1,408
| -42% | -$50.8K | ﹤0.01% | 2784 |
|
|
2019
Q4 | $139K | Sell |
3,349
-12
| -0.4% | -$505 | ﹤0.01% | 3353 |
|
|
2019
Q3 | $153K | Sell |
3,361
-4,948
| -60% | -$216K | ﹤0.01% | 3072 |
|
|
2019
Q2 | $359K | Buy |
8,309
+3,699
| +80% | +$156K | ﹤0.01% | 2616 |
|
|
2019
Q1 | $201K | Sell |
4,610
-124
| -3% | -$6.32K | ﹤0.01% | 2722 |
|
|
2018
Q4 | $224K | Buy |
4,734
+55
| +1% | +$3.3K | ﹤0.01% | 2520 |
|
|
2018
Q3 | $349K | Buy |
4,679
+2,417
| +107% | +$166K | ﹤0.01% | 2490 |
|
|
2018
Q2 | $125K | Buy |
2,262
+92
| +4% | +$4.25K | ﹤0.01% | 3011 |
|
|
2018
Q1 | $83K | Hold |
2,170
| – | – | ﹤0.01% | 3038 |
|
|
2017
Q4 | $61K | Hold |
2,170
| – | – | ﹤0.01% | 3201 |
|
|
2017
Q3 | $67K | Hold |
2,170
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q2 | $61K | Buy |
2,170
+61
| +3% | +$1.47K | ﹤0.01% | 3153 |
|
|
2017
Q1 | $51K | Sell |
2,109
-5,407
| -72% | -$133K | ﹤0.01% | 3079 |
|
|
2016
Q4 | $180K | Buy |
7,516
+934
| +14% | +$24.5K | ﹤0.01% | 2546 |
|
|
2016
Q3 | $198K | Sell |
6,582
-1,542
| -19% | -$42.4K | ﹤0.01% | 2464 |
|
|
2016
Q2 | $190K | Sell |
8,124
-1,816
| -18% | -$39.8K | ﹤0.01% | 2496 |
|
|
2016
Q1 | $183K | Buy |
9,940
+279
| +3% | +$5.25K | ﹤0.01% | 2510 |
|
|
2015
Q4 | $195K | Buy |
9,661
+3,045
| +46% | +$64.7K | ﹤0.01% | 2432 |
|
|
2015
Q3 | $144K | Hold |
6,616
| – | – | ﹤0.01% | 2418 |
|
|
2015
Q2 | $155K | Buy |
6,616
+2,330
| +54% | +$58.4K | ﹤0.01% | 2520 |
|
|
2015
Q1 | $112K | Buy |
4,286
+354
| +9% | +$8.43K | ﹤0.01% | 2585 |
|
|
2014
Q4 | $87K | Buy |
3,932
+116
| +3% | +$2.46K | ﹤0.01% | 2835 |
|
|
2014
Q3 | $70K | Sell |
3,816
-399
| -9% | -$7.97K | ﹤0.01% | 2996 |
|
|
2014
Q2 | $90K | Buy |
4,215
+3,191
| +312% | +$68.3K | ﹤0.01% | 2913 |
|
|
2014
Q1 | $23K | Buy |
1,024
+290
| +40% | +$7.08K | ﹤0.01% | 3438 |
|
|
2013
Q4 | $18K | Buy |
734
+135
| +23% | +$3.18K | ﹤0.01% | 3259 |
|
|
2013
Q3 | $14K | Sell |
599
-385
| -39% | -$8.25K | ﹤0.01% | 3339 |
|
|
2013
Q2 | $20K | Buy |
+984
| New | +$24.6K | ﹤0.01% | 3087 |
|
Other funds holding SRDX
TI
SCM
DGI
RA
