EverSource Wealth Advisors’s STAAR Surgical STAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.49K | Buy |
327
+144
| +79% | +$2.42K | ﹤0.01% | 3114 |
|
2025
Q1 | $3.23K | Buy |
183
+96
| +110% | +$1.69K | ﹤0.01% | 2700 |
|
2024
Q4 | $2.11K | Buy |
+87
| New | +$2.11K | ﹤0.01% | 2693 |
|
2024
Q3 | – | Sell |
-57
| Closed | -$2.35K | – | 3123 |
|
2024
Q2 | $2.35K | Buy |
57
+11
| +24% | +$454 | ﹤0.01% | 2493 |
|
2024
Q1 | $2.11K | Sell |
46
-14
| -23% | -$643 | ﹤0.01% | 2366 |
|
2023
Q4 | $1.87K | Buy |
60
+37
| +161% | +$1.16K | ﹤0.01% | 2188 |
|
2023
Q3 | $924 | Sell |
23
-76
| -77% | -$3.05K | ﹤0.01% | 2262 |
|
2023
Q2 | $5.2K | Buy |
99
+82
| +482% | +$4.31K | ﹤0.01% | 1720 |
|
2023
Q1 | $1.09K | Buy |
+17
| New | +$1.09K | ﹤0.01% | 2091 |
|
2022
Q4 | – | Sell |
-579
| Closed | -$41K | – | 2422 |
|
2022
Q3 | $41K | Buy |
+579
| New | +$41K | 0.01% | 686 |
|
2022
Q2 | – | Sell |
-36
| Closed | -$3K | – | 1884 |
|
2022
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 1451 |
|
2021
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 1461 |
|