TCI Wealth Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-232
| Closed | -$5.29K | – | 1974 |
|
|
2023
Q1 | $5.29K | Buy |
232
+199
| +603% | +$5.13K | ﹤0.01% | 1489 |
|
|
2022
Q4 | $1.13K | Hold |
33
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 2161 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2207 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2179 |
|
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 2091 |
|
|
2021
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1894 |
|
|
2020
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1429 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1301 |
|
|
2019
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1085 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q2 | $1K | Buy |
+33
| New | +$797 | ﹤0.01% | 1214 |
|
Other funds holding SRDX
TI
SCM
DGI
SBH
