Sutton Wealth Advisors’s Surmodics SRDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-434
| Closed | -$14.8K | – | 1467 |
|
|
2022
Q4 | $14.8K | Hold |
434
| – | – | 0.01% | 813 |
|
|
2022
Q3 | $13.2K | Buy |
434
+16
| +4% | +$486 | 0.01% | 806 |
|
|
2022
Q2 | $15.6K | Sell |
418
-3
| -0.7% | -$112 | 0.01% | 750 |
|
|
2022
Q1 | $19.1K | Hold |
421
| – | – | 0.01% | 721 |
|
|
2021
Q4 | $20.3K | Buy |
421
+3
| +0.7% | +$144 | 0.01% | 694 |
|
|
2021
Q3 | $23.2K | Hold |
418
| – | – | 0.01% | 648 |
|
|
2021
Q2 | $22.7K | Hold |
418
| – | – | 0.01% | 669 |
|
|
2021
Q1 | $23.4K | Hold |
418
| – | – | 0.01% | 624 |
|
|
2020
Q4 | $18.2K | Hold |
418
| – | – | 0.01% | 650 |
|
|
2020
Q3 | $16.3K | Hold |
418
| – | – | 0.01% | 603 |
|
|
2020
Q2 | $18.1K | Hold |
418
| – | – | 0.01% | 565 |
|
|
2020
Q1 | $13.9K | Hold |
418
| – | – | 0.01% | 565 |
|
|
2019
Q4 | $17.3K | Hold |
418
| – | – | 0.01% | 660 |
|
|
2019
Q3 | $19.1K | Hold |
418
| – | – | 0.01% | 594 |
|
|
2019
Q2 | $18K | Hold |
418
| – | – | 0.01% | 612 |
|
|
2019
Q1 | $18.2K | Hold |
418
| – | – | 0.01% | 611 |
|
|
2018
Q4 | $19.8K | Hold |
418
| – | – | 0.01% | 525 |
|
|
2018
Q3 | $31.2K | Hold |
418
| – | – | 0.02% | 425 |
|
|
2018
Q2 | $23.1K | Hold |
418
| – | – | 0.02% | 544 |
|
|
2018
Q1 | $15.9K | Hold |
418
| – | – | 0.01% | 658 |
|
|
2017
Q4 | $11.7K | Hold |
418
| – | – | 0.01% | 730 |
|
|
2017
Q3 | $13K | Hold |
418
| – | – | 0.01% | 698 |
|
|
2017
Q2 | $11.8K | Hold |
418
| – | – | 0.01% | 706 |
|
|
2017
Q1 | $10.1K | Buy |
418
+171
| +69% | +$4.11K | 0.01% | 710 |
|
|
2016
Q4 | $6.27K | Hold |
247
| – | – | 0.01% | 803 |
|
|
2016
Q3 | $7.43K | Hold |
247
| – | – | 0.01% | 738 |
|
|
2016
Q2 | $5.8K | Buy |
+247
| New | +$5.8K | 0.01% | 753 |
|