Hillsdale Investment Management’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,570
| Closed | -$166K | – | 669 |
|
2023
Q4 | $166K | Buy |
4,570
+620
| +16% | +$22.5K | 0.01% | 377 |
|
2023
Q3 | $127K | Buy |
+3,950
| New | +$127K | 0.01% | 381 |
|
2018
Q4 | – | Sell |
-21,010
| Closed | -$1.57M | – | 643 |
|
2018
Q3 | $1.57M | Buy |
+21,010
| New | +$1.57M | 0.21% | 99 |
|
2014
Q4 | – | Sell |
-10,900
| Closed | -$198K | – | 589 |
|
2014
Q3 | $198K | Hold |
10,900
| – | – | 0.06% | 307 |
|
2014
Q2 | $233K | Hold |
10,900
| – | – | 0.05% | 298 |
|
2014
Q1 | $246K | Hold |
10,900
| – | – | 0.07% | 263 |
|
2013
Q4 | $266K | Buy |
+10,900
| New | +$266K | 0.08% | 242 |
|
2013
Q3 | – | Sell |
-13,700
| Closed | -$274K | – | 563 |
|
2013
Q2 | $274K | Buy |
+13,700
| New | +$274K | 0.09% | 212 |
|