EverSource Wealth Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-562
| Closed | -$16.8K | – | 4436 |
|
|
2025
Q3 | $16.8K | Buy |
562
+4
| +0.7% | +$134 | ﹤0.01% | 2485 |
|
|
2025
Q2 | $16.6K | Buy |
+558
| New | +$16.1K | ﹤0.01% | 2446 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$198 | – | 4172 |
|
|
2024
Q4 | $198 | Buy |
+5
| New | +$194 | ﹤0.01% | 3432 |
|
|
2022
Q3 | – | Sell |
-174
| Closed | -$6K | – | 2126 |
|
|
2022
Q2 | $6K | Buy |
+174
| New | +$6.75K | ﹤0.01% | 1222 |
|