United Capital Financial Advisors’s SYNERGETICS USA, INC. SURG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-138,460
| Closed | -$910K | – | 1339 |
|
|
2015
Q3 | $910K | Hold |
138,460
| – | – | 0.01% | 716 |
|
|
2015
Q2 | $651K | Hold |
138,460
| – | – | 0.01% | 830 |
|
|
2015
Q1 | $677K | Hold |
138,460
| – | – | 0.01% | 811 |
|
|
2014
Q4 | $602K | Hold |
138,460
| – | – | 0.01% | 767 |
|
|
2014
Q3 | $472K | Sell |
138,460
-20,000
| -13% | -$68.2K | 0.01% | 809 |
|
|
2014
Q2 | $491K | Buy |
158,460
+20,000
| +14% | +$62K | 0.01% | 686 |
|
|
2014
Q1 | $422K | Hold |
138,460
| – | – | 0.01% | 672 |
|
|
2013
Q4 | $501K | Hold |
138,460
| – | – | 0.02% | 437 |
|
|
2013
Q3 | $630K | Hold |
138,460
| – | – | 0.02% | 406 |
|
|
2013
Q2 | $546K | Buy |
+138,460
| New | +$546K | 0.01% | 491 |
|