EverSource Wealth Advisors’s STAAR Surgical STAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71K	Buy	145 +22	+18%	+$420	﹤0.01%	3528
2025 Q4	$2.84K	Buy	123 +44	+56%	+$1.13K	﹤0.01%	3359
2025 Q3	$2.12K	Sell	79 -248	-76%	-$5.91K	﹤0.01%	3495
2025 Q2	$5.49K	Buy	327 +144	+79%	+$2.54K	﹤0.01%	3122
2025 Q1	$3.23K	Buy	183 +96	+110%	+$1.93K	﹤0.01%	2702
2024 Q4	$2.11K	Buy	+87	New	+$2.48K	﹤0.01%	2693
2024 Q3	–	Sell	-57	Closed	-$2.35K	–	3123
2024 Q2	$2.35K	Buy	57 +11	+24%	+$482	﹤0.01%	2493
2024 Q1	$2.11K	Sell	46 -14	-23%	-$455	﹤0.01%	2366
2023 Q4	$1.87K	Buy	60 +37	+161%	+$1.33K	﹤0.01%	2188
2023 Q3	$924	Sell	23 -76	-77%	-$3.56K	﹤0.01%	2262
2023 Q2	$5.2K	Buy	99 +82	+482%	+$4.99K	﹤0.01%	1721
2023 Q1	$1.09K	Buy	+17	New	+$1.11K	﹤0.01%	2092
2022 Q4	–	Sell	-579	Closed	-$41K	–	2422
2022 Q3	$41K	Buy	+579	New	+$49.6K	0.01%	686
2022 Q2	–	Sell	-36	Closed	-$3K	–	1884
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	1451
2021 Q4	$3K	Buy	+36	New	+$3.86K	﹤0.01%	1461