IFP Advisors’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3197 |
|
|
2025
Q1 | – | Sell |
-34
| Closed | -$1.12K | – | 4673 |
|
|
2024
Q4 | $1.12K | Buy |
+34
| New | +$1.12K | ﹤0.01% | 3256 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$924 | – | 3324 |
|
|
2023
Q3 | $924 | Hold |
23
| – | – | ﹤0.01% | 3015 |
|
|
2023
Q2 | $1.21K | Hold |
23
| – | – | ﹤0.01% | 3031 |
|
|
2023
Q1 | $697 | Sell |
23
-67
| -74% | -$2.03K | ﹤0.01% | 3142 |
|
|
2022
Q4 | $5K | Buy |
90
+35
| +64% | +$1.94K | ﹤0.01% | 3815 |
|
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 4261 |
|
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 4027 |
|
|
2022
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 4027 |
|
|
2021
Q4 | – | Sell |
-151
| Closed | -$19K | – | 3436 |
|
|
2021
Q3 | $19K | Sell |
151
-53
| -26% | -$6.67K | ﹤0.01% | 1963 |
|
|
2021
Q2 | $32K | Sell |
204
-39
| -16% | -$6.12K | ﹤0.01% | 1719 |
|
|
2021
Q1 | $26K | Buy |
+243
| New | +$26K | ﹤0.01% | 1733 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3937 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3795 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3622 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$2K | – | 3550 |
|
|
2019
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 2539 |
|
|
2016
Q1 | – | Sell |
-96
| Closed | -$1K | – | 3324 |
|
|
2015
Q4 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 3542 |
|