KIA
SURG
Kopp Investment Advisors’s SYNERGETICS USA, INC. SURG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-12,940
| Closed | -$44K | – | 74 |
|
|
2014
Q3 | $44K | Sell |
12,940
-714,583
| -98% | -$2.43M | 0.02% | 68 |
|
|
2014
Q2 | $2.26M | Sell |
727,523
-215,982
| -23% | -$669K | 1.04% | 24 |
|
|
2014
Q1 | $2.88M | Buy |
943,505
+67,752
| +8% | +$207K | 1.21% | 20 |
|
|
2013
Q4 | $3.17M | Sell |
875,753
-790,269
| -47% | -$2.86M | 1.43% | 20 |
|
|
2013
Q3 | $7.58M | Sell |
1,666,022
-274,320
| -14% | -$1.25M | 2.79% | 12 |
|
|
2013
Q2 | $7.65M | Buy |
+1,940,342
| New | +$7.65M | 2.99% | 11 |
|