Perigon Wealth Management’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,295
| Closed | -$395K | – | 1024 |
|
|
2024
Q2 | $395K | Sell |
8,295
-291
| -3% | -$13.9K | 0.01% | 599 |
|
|
2024
Q1 | $329K | Buy |
8,586
+1,298
| +18% | +$49.7K | 0.01% | 661 |
|
|
2023
Q4 | $227K | Buy |
7,288
+703
| +11% | +$21.9K | 0.01% | 749 |
|
|
2023
Q3 | $265K | Buy |
+6,585
| New | +$265K | 0.01% | 636 |
|
|
2023
Q2 | – | Sell |
-3,346
| Closed | -$214K | – | 805 |
|
|
2023
Q1 | $214K | Buy |
+3,346
| New | +$214K | 0.01% | 651 |
|
|
2022
Q4 | – | Sell |
-3,370
| Closed | -$238K | – | 711 |
|
|
2022
Q3 | $238K | Buy |
+3,370
| New | +$238K | 0.02% | 488 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$21K | – | 947 |
|
|
2020
Q4 | $21K | Buy |
+266
| New | +$21K | ﹤0.01% | 1016 |
|