Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,102
Closed -$38K 1530
2022
Q4
$38K Hold
1,102
﹤0.01% 1449
2022
Q3
$34K Hold
1,102
﹤0.01% 1465
2022
Q2
$41K Buy
+1,102
New +$42.7K ﹤0.01% 1454
2022
Q1
Sell
-1,610
Closed -$78K 1306
2021
Q4
$78K Sell
1,610
-3,684
-70% -$186K ﹤0.01% 1206
2021
Q3
$294K Sell
5,294
-5,294
-50% -$294K ﹤0.01% 1000
2021
Q2
$574K Sell
10,588
-3,470
-25% -$190K ﹤0.01% 1030
2021
Q1
$788K Hold
14,058
﹤0.01% 927
2020
Q4
$3.37M Hold
14,058
﹤0.01% 937
2020
Q3
$546K Buy
+14,058
New +$618K ﹤0.01% 919
2020
Q1
Sell
-6,147
Closed -$255K 1430
2019
Q4
$255K Buy
+6,147
New +$259K ﹤0.01% 1255
2016
Q2
Sell
-762
Closed -$14K 1315
2016
Q1
$14K Sell
762
-3,366
-82% -$63.3K ﹤0.01% 1239
2015
Q4
$84K Hold
4,128
﹤0.01% 1129
2015
Q3
$90K Sell
4,128
-4,852
-54% -$114K ﹤0.01% 1142
2015
Q2
$210K Sell
8,980
-2,974
-25% -$74.6K ﹤0.01% 1116
2015
Q1
$311K Buy
11,954
+3,658
+44% +$87.1K ﹤0.01% 1017
2014
Q4
$183K Buy
8,296
+5,296
+177% +$112K ﹤0.01% 1222
2014
Q3
$54K Hold
3,000
﹤0.01% 1206
2014
Q2
$64K Hold
3,000
﹤0.01% 1252
2014
Q1
$68K Sell
3,000
-1,201
-29% -$29.3K ﹤0.01% 1183
2013
Q4
$102K Buy
4,201
+3,000
+250% +$70.7K ﹤0.01% 1135
2013
Q3
$29K Hold
1,201
﹤0.01% 1214
2013
Q2
$24K Buy
+1,201
New +$30.1K ﹤0.01% 1206

Other funds holding SRDX