New England Capital Financial Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-100
| Closed | -$2.99K | – | 438 |
|
|
2025
Q3 | $2.99K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2025
Q2 | $2.97K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $3.05K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $3.96K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $3.88K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $4.2K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $2.93K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $3.63K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2023
Q3 | $3.21K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $3.13K | Hold |
100
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $2.28K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $2.55K | Buy |
+100
| New | +$3.35K | ﹤0.01% | 334 |
|