FSA
Fort Sheridan Advisors’s STAAR Surgical STAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,700
| Closed | -$212K | – | 256 |
|
|
2024
Q3 | $212K | Hold |
5,700
| – | – | 0.03% | 234 |
|
|
2024
Q2 | $271K | Buy |
+5,700
| New | +$271K | 0.04% | 197 |
|
|
2023
Q3 | – | Sell |
-4,700
| Closed | -$247K | – | 204 |
|
|
2023
Q2 | $247K | Buy |
4,700
+1,000
| +27% | +$52.6K | 0.06% | 164 |
|
|
2023
Q1 | $237K | Buy |
+3,700
| New | +$237K | 0.06% | 170 |
|
|
2022
Q4 | – | Sell |
-3,700
| Closed | -$261K | – | 188 |
|
|
2022
Q3 | $261K | Hold |
3,700
| – | – | 0.09% | 149 |
|
|
2022
Q2 | $262K | Hold |
3,700
| – | – | 0.09% | 149 |
|
|
2022
Q1 | $296K | Hold |
3,700
| – | – | 0.09% | 145 |
|
|
2021
Q4 | $338K | Hold |
3,700
| – | – | 0.1% | 138 |
|
|
2021
Q3 | $476K | Sell |
3,700
-100
| -3% | -$12.9K | 0.16% | 107 |
|
|
2021
Q2 | $580K | Sell |
3,800
-400
| -10% | -$61.1K | 0.19% | 92 |
|
|
2021
Q1 | $443K | Buy |
+4,200
| New | +$443K | 0.18% | 87 |
|
|
2019
Q1 | – | Sell |
-135,000
| Closed | -$4.31M | – | 102 |
|
|
2018
Q4 | $4.31M | Buy |
+135,000
| New | +$4.31M | 3.05% | 8 |
|