Harvest Group Wealth Management’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 623 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 838 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 829 |
|
|
2020
Q1 | $0 | Sell |
6
-33
| -85% | – | ﹤0.01% | 958 |
|
|
2019
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 863 |
|
|
2019
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 764 |
|
|
2019
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 811 |
|
|
2019
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 680 |
|