Envestnet Asset Management’s STAAR Surgical STAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,090
| Closed | -$342K | – | 4464 |
|
|
2024
Q4 | $342K | Sell |
14,090
-7,436
| -35% | -$181K | ﹤0.01% | 3826 |
|
|
2024
Q3 | $800K | Sell |
21,526
-919
| -4% | -$34.1K | ﹤0.01% | 3263 |
|
|
2024
Q2 | $1.07M | Buy |
22,445
+5,125
| +30% | +$244K | ﹤0.01% | 2998 |
|
|
2024
Q1 | $663K | Buy |
17,320
+359
| +2% | +$13.7K | ﹤0.01% | 3274 |
|
|
2023
Q4 | $529K | Sell |
16,961
-12,830
| -43% | -$400K | ﹤0.01% | 3297 |
|
|
2023
Q3 | $1.2M | Sell |
29,791
-11,077
| -27% | -$445K | ﹤0.01% | 2680 |
|
|
2023
Q2 | $2.15M | Sell |
40,868
-198,580
| -83% | -$10.4M | ﹤0.01% | 2238 |
|
|
2023
Q1 | $2.64M | Buy |
239,448
+208,498
| +674% | +$2.3M | ﹤0.01% | 2035 |
|
|
2022
Q4 | $1.5M | Sell |
30,950
-3,787
| -11% | -$184K | ﹤0.01% | 2355 |
|
|
2022
Q3 | $2.45M | Buy |
34,737
+3,383
| +11% | +$239K | ﹤0.01% | 1961 |
|
|
2022
Q2 | $2.22M | Buy |
31,354
+1,726
| +6% | +$122K | ﹤0.01% | 2035 |
|
|
2022
Q1 | $2.37M | Buy |
29,628
+9,344
| +46% | +$747K | ﹤0.01% | 2093 |
|
|
2021
Q4 | $1.85M | Sell |
20,284
-5,895
| -23% | -$538K | ﹤0.01% | 2236 |
|
|
2021
Q3 | $3.37M | Buy |
26,179
+2,116
| +9% | +$272K | ﹤0.01% | 1768 |
|
|
2021
Q2 | $3.67M | Buy |
24,063
+10,387
| +76% | +$1.58M | ﹤0.01% | 1705 |
|
|
2021
Q1 | $1.44M | Sell |
13,676
-1,878
| -12% | -$198K | ﹤0.01% | 2152 |
|
|
2020
Q4 | $1.23M | Sell |
15,554
-2,027
| -12% | -$161K | ﹤0.01% | 2074 |
|
|
2020
Q3 | $994K | Sell |
17,581
-11,812
| -40% | -$668K | ﹤0.01% | 2017 |
|
|
2020
Q2 | $1.81M | Buy |
29,393
+419
| +1% | +$25.8K | ﹤0.01% | 1626 |
|
|
2020
Q1 | $935K | Sell |
28,974
-7,898
| -21% | -$255K | ﹤0.01% | 1858 |
|
|
2019
Q4 | $1.3M | Buy |
36,872
+8,026
| +28% | +$282K | ﹤0.01% | 1862 |
|
|
2019
Q3 | $744K | Buy |
28,846
+13,629
| +90% | +$352K | ﹤0.01% | 2138 |
|
|
2019
Q2 | $447K | Buy |
15,217
+1,875
| +14% | +$55.1K | ﹤0.01% | 2457 |
|
|
2019
Q1 | $456K | Buy |
13,342
+3,348
| +34% | +$114K | ﹤0.01% | 2398 |
|
|
2018
Q4 | $319K | Buy |
+9,994
| New | +$319K | ﹤0.01% | 2396 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | – | – | 2949 |
|
|
2017
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 2999 |
|
|
2017
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 3027 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 3167 |
|
|
2016
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3316 |
|
|
2013
Q4 | – | Sell |
-229
| Closed | -$3K | – | 2548 |
|
|
2013
Q3 | $3K | Hold |
229
| – | – | ﹤0.01% | 2075 |
|
|
2013
Q2 | $2K | Buy |
+229
| New | +$2K | ﹤0.01% | 2107 |
|