BSW Wealth Partners’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,915
| Closed | -$206K | – | 281 |
|
|
2023
Q2 | $206K | Hold |
3,915
| – | – | 0.04% | 251 |
|
|
2023
Q1 | $250K | Buy |
+3,915
| New | +$250K | 0.05% | 256 |
|
|
2022
Q4 | – | Sell |
-3,165
| Closed | -$223K | – | 328 |
|
|
2022
Q3 | $223K | Sell |
3,165
-2,381
| -43% | -$168K | 0.05% | 241 |
|
|
2022
Q2 | $393K | Hold |
5,546
| – | – | 0.09% | 147 |
|
|
2022
Q1 | $443K | Buy |
+5,546
| New | +$443K | 0.11% | 140 |
|