TRUE Private Wealth Advisors’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-200
| Closed | -$15K | – | 630 |
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 496 |
|
2020
Q3 | $11K | Sell |
200
-300
| -60% | -$16.5K | ﹤0.01% | 488 |
|
2020
Q2 | $30K | Sell |
500
-600
| -55% | -$36K | 0.01% | 376 |
|
2020
Q1 | $35K | Sell |
1,100
-150
| -12% | -$4.77K | 0.01% | 320 |
|
2019
Q4 | $43K | Buy |
+1,250
| New | +$43K | 0.01% | 387 |
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$36K | – | 641 |
|
2019
Q2 | $36K | Buy |
+1,250
| New | +$36K | 0.01% | 383 |
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$60K | – | 826 |
|
2018
Q3 | $60K | Buy |
+1,250
| New | +$60K | 0.01% | 438 |
|