Summit Global Investments’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 |
-8,693
| Closed | -$255K | – | 576 |
|
2024
Q1 | $255K | Sell |
8,693
-1,200
| -12% | -$35.2K | 0.02% | 430 |
|
2023
Q4 | $360K | Buy |
+9,893
| New | +$360K | 0.02% | 392 |
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$385K | – | 551 |
|
2021
Q4 | $385K | Sell |
8,000
-600
| -7% | -$28.9K | 0.02% | 413 |
|
2021
Q3 | $478K | Sell |
8,600
-1,600
| -16% | -$88.9K | 0.04% | 317 |
|
2021
Q2 | $553K | Buy |
+10,200
| New | +$553K | 0.03% | 336 |
|