CAPTRUST Financial Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,307
| Closed | -$86K | – | 3795 |
|
|
2022
Q2 | $86K | Hold |
2,307
| – | – | ﹤0.01% | 2326 |
|
|
2022
Q1 | $105K | Buy |
2,307
+451
| +24% | +$20.5K | ﹤0.01% | 2232 |
|
|
2021
Q4 | $89K | Buy |
1,856
+28
| +2% | +$1.34K | ﹤0.01% | 2245 |
|
|
2021
Q3 | $102K | Buy |
1,828
+1,274
| +230% | +$71.1K | ﹤0.01% | 2062 |
|
|
2021
Q2 | $30K | Buy |
554
+400
| +260% | +$21.7K | ﹤0.01% | 2843 |
|
|
2021
Q1 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 3496 |
|