CAPTRUST Financial Advisors’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-163
| Closed | -$12K | – | 3805 |
|
|
2022
Q2 | $12K | Sell |
163
-21
| -11% | -$1.55K | ﹤0.01% | 3664 |
|
|
2022
Q1 | $15K | Sell |
184
-287
| -61% | -$23.4K | ﹤0.01% | 3585 |
|
|
2021
Q4 | $43K | Sell |
471
-421
| -47% | -$38.4K | ﹤0.01% | 2776 |
|
|
2021
Q3 | $115K | Buy |
892
+8
| +0.9% | +$1.03K | ﹤0.01% | 1959 |
|
|
2021
Q2 | $135K | Buy |
884
+230
| +35% | +$35.1K | ﹤0.01% | 1794 |
|
|
2021
Q1 | $69K | Buy |
+654
| New | +$69K | ﹤0.01% | 2217 |
|
|
2020
Q4 | – | Sell |
-1,069
| Closed | -$60K | – | 3506 |
|
|
2020
Q3 | $60K | Buy |
1,069
+1,000
| +1,449% | +$56.1K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 2462 |
|
|
2019
Q4 | – | Sell |
-101
| Closed | -$3K | – | 1698 |
|
|
2019
Q3 | $3K | Sell |
101
-60
| -37% | -$1.78K | ﹤0.01% | 1752 |
|
|
2019
Q2 | $5K | Hold |
161
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q1 | $6K | Sell |
161
-148
| -48% | -$5.52K | ﹤0.01% | 1503 |
|
|
2018
Q4 | $10K | Hold |
309
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q3 | $15K | Hold |
309
| – | – | ﹤0.01% | 1111 |
|
|
2018
Q2 | $10K | Buy |
+309
| New | +$10K | ﹤0.01% | 1178 |
|