DFPG Investments’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,289
| Closed | -$431K | – | 526 |
|
|
2022
Q4 | $431K | Buy |
6,289
+281
| +5% | +$19.3K | 0.07% | 282 |
|
|
2022
Q3 | $422K | Sell |
6,008
-1,009
| -14% | -$70.9K | 0.18% | 90 |
|
|
2022
Q2 | $524K | Sell |
7,017
-12
| -0.2% | -$896 | 0.23% | 80 |
|
|
2022
Q1 | $435K | Sell |
7,029
-16
| -0.2% | -$990 | 0.17% | 95 |
|
|
2021
Q4 | $515K | Buy |
7,045
+520
| +8% | +$38K | 0.22% | 91 |
|
|
2021
Q3 | $746K | Buy |
6,525
+2,119
| +48% | +$242K | 0.28% | 91 |
|
|
2021
Q2 | $595K | Sell |
4,406
-3,994
| -48% | -$539K | 0.23% | 98 |
|
|
2021
Q1 | $895K | Hold |
8,400
| – | – | 0.38% | 76 |
|
|
2020
Q4 | $709K | Hold |
8,400
| – | – | 0.33% | 85 |
|
|
2020
Q3 | $479K | Hold |
8,400
| – | – | 0.26% | 95 |
|
|
2020
Q2 | $487K | Sell |
8,400
-4,600
| -35% | -$267K | 0.3% | 90 |
|
|
2020
Q1 | $468K | Buy |
13,000
+1,000
| +8% | +$36K | 0.35% | 80 |
|
|
2019
Q4 | $500K | Hold |
12,000
| – | – | 0.33% | 88 |
|
|
2019
Q3 | $295K | Buy |
+12,000
| New | +$295K | 0.24% | 110 |
|