EverSource Wealth Advisors’s Surmodics SRDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.6K | Buy |
+558
| New | +$16.6K | ﹤0.01% | 2438 |
|
2025
Q1 | – | Sell |
-5
| Closed | -$198 | – | 4170 |
|
2024
Q4 | $198 | Buy |
+5
| New | +$198 | ﹤0.01% | 3432 |
|
2022
Q3 | – | Sell |
-174
| Closed | -$6K | – | 2126 |
|
2022
Q2 | $6K | Buy |
+174
| New | +$6K | ﹤0.01% | 1222 |
|