Envestnet Asset Management’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,016
| Closed | -$235K | – | 4293 |
|
|
2024
Q1 | $235K | Buy |
+8,016
| New | +$235K | ﹤0.01% | 3862 |
|
|
2019
Q4 | – | Sell |
-5,530
| Closed | -$253K | – | 3151 |
|
|
2019
Q3 | $253K | Buy |
5,530
+757
| +16% | +$34.6K | ﹤0.01% | 2755 |
|
|
2019
Q2 | $206K | Buy |
+4,773
| New | +$206K | ﹤0.01% | 2873 |
|