Omnia Family Wealth’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-52
| Closed | -$2K | – | 461 |
|
|
2019
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2018
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 375 |
|
|
2018
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 480 |
|
|
2017
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 506 |
|
|
2017
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 682 |
|
|
2017
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 684 |
|
|
2016
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 707 |
|