Meristem Family Wealth’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,414
| Closed | -$468K | – | 430 |
|
|
2021
Q3 | $468K | Buy |
+8,414
| New | +$468K | 0.05% | 237 |
|
|
2018
Q1 | – | Sell |
-8,196
| Closed | -$229K | – | 137 |
|
|
2017
Q4 | $229K | Hold |
8,196
| – | – | 0.08% | 108 |
|
|
2017
Q3 | $254K | Hold |
8,196
| – | – | 0.1% | 94 |
|
|
2017
Q2 | $231K | Buy |
+8,196
| New | +$231K | 0.09% | 98 |
|
|
2017
Q1 | – | Sell |
-8,196
| Closed | -$208K | – | 110 |
|
|
2016
Q4 | $208K | Hold |
8,196
| – | – | 0.09% | 100 |
|
|
2016
Q3 | $247K | Buy |
+8,196
| New | +$247K | 0.1% | 100 |
|
|
2015
Q3 | – | Sell |
-8,715
| Closed | -$204K | – | 96 |
|
|
2015
Q2 | $204K | Buy |
8,715
+519
| +6% | +$12.1K | 0.09% | 108 |
|
|
2015
Q1 | $213K | Buy |
+8,196
| New | +$213K | 0.09% | 112 |
|
|
2014
Q1 | – | Sell |
-9,505
| Closed | -$232K | – | 114 |
|
|
2013
Q4 | $232K | Hold |
9,505
| – | – | 0.1% | 108 |
|
|
2013
Q3 | $226K | Buy |
+9,505
| New | +$226K | 0.1% | 100 |
|