United Capital Financial Advisors’s SYNERGETICS USA, INC. SURG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $910K | Hold |
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|
2015
Q2 | $651K | Hold |
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|
2015
Q1 | $677K | Hold |
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|
2014
Q4 | $602K | Hold |
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|
2014
Q3 | $472K | Sell |
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|
2014
Q2 | $491K | Buy |
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|
2014
Q1 | $422K | Hold |
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|
2013
Q4 | $501K | Hold |
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|
2013
Q3 | $630K | Hold |
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|
2013
Q2 | $546K | Buy |
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