JFS Wealth Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-225
| Closed | -$8.73K | – | 1990 |
|
|
2024
Q3 | $8.73K | Hold |
225
| – | – | ﹤0.01% | 905 |
|
|
2024
Q2 | $9.46K | Hold |
225
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $6.6K | Hold |
225
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $8.18K | Hold |
225
| – | – | ﹤0.01% | 844 |
|
|
2023
Q3 | $7.22K | Hold |
225
| – | – | ﹤0.01% | 839 |
|
|
2023
Q2 | $7.05K | Hold |
225
| – | – | ﹤0.01% | 864 |
|
|
2023
Q1 | $5.13K | Hold |
225
| – | – | ﹤0.01% | 976 |
|
|
2022
Q4 | $7.68K | Hold |
225
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 795 |
|
|
2021
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 609 |
|