Moody National Bank Trust Division’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,341
| Closed | -$303K | – | 481 |
|
2024
Q1 | $303K | Hold |
10,341
| – | – | 0.02% | 392 |
|
2023
Q4 | $376K | Buy |
10,341
+1,331
| +15% | +$48.4K | 0.03% | 383 |
|
2023
Q3 | $289K | Buy |
9,010
+1,418
| +19% | +$45.5K | 0.02% | 505 |
|
2023
Q2 | $238K | Buy |
+7,592
| New | +$238K | 0.02% | 563 |
|
2019
Q2 | – | Sell |
-120
| Closed | -$5K | – | 888 |
|
2019
Q1 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 957 |
|