EWM
Evermay Wealth Management’s STAAR Surgical STAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$9.36K | – | 715 |
|
|
2023
Q4 | $9.36K | Sell |
300
-300
| -50% | -$9.36K | ﹤0.01% | 456 |
|
|
2023
Q3 | $24.1K | Hold |
600
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $31.5K | Hold |
600
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $38.4K | Buy |
600
+300
| +100% | +$19.2K | 0.01% | 325 |
|
|
2022
Q4 | $14.6K | Buy |
+300
| New | +$14.6K | ﹤0.01% | 385 |
|