Empirical Wealth Management’s Sensus Healthcare SRTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-192,181
| Closed | -$1M | – | 502 |
|
2023
Q1 | $1M | Buy |
192,181
+42,763
| +29% | +$223K | 0.04% | 217 |
|
2022
Q4 | $1.11M | Buy |
149,418
+52,911
| +55% | +$393K | 0.05% | 193 |
|
2022
Q3 | $1.21M | Hold |
96,507
| – | – | 0.06% | 179 |
|
2022
Q2 | $741K | Buy |
96,507
+12,405
| +15% | +$95.2K | 0.04% | 241 |
|
2022
Q1 | $851K | Hold |
84,102
| – | – | 0.04% | 240 |
|
2021
Q4 | $607K | Buy |
+84,102
| New | +$607K | 0.03% | 304 |
|