Wealth Effects’s Stereotaxis STXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
75,060
-3,500
| -4% | -$7.42K | 0.06% | 194 |
|
|
2025
Q1 | $138K | Sell |
78,560
-7,500
| -9% | -$13.2K | 0.06% | 189 |
|
|
2024
Q4 | $196K | Buy |
86,060
+9,000
| +12% | +$20.5K | 0.07% | 195 |
|
|
2024
Q3 | $157K | Buy |
77,060
+5,000
| +7% | +$10.2K | 0.06% | 206 |
|
|
2024
Q2 | $131K | Hold |
72,060
| – | – | 0.05% | 197 |
|
|
2024
Q1 | $188K | Buy |
72,060
+2,500
| +4% | +$6.53K | 0.07% | 201 |
|
|
2023
Q4 | $122K | Buy |
69,560
+500
| +0.7% | +$875 | 0.05% | 214 |
|
|
2023
Q3 | $109K | Buy |
69,060
+9,500
| +16% | +$15K | 0.05% | 180 |
|
|
2023
Q2 | $91.1K | Hold |
59,560
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $122K | Buy |
59,560
+11,300
| +23% | +$23.1K | 0.06% | 183 |
|
|
2022
Q4 | $99.9K | Sell |
48,260
-400
| -0.8% | -$828 | 0.06% | 180 |
|
|
2022
Q3 | $88K | Buy |
48,660
+17,100
| +54% | +$30.9K | 0.05% | 177 |
|
|
2022
Q2 | $58K | Buy |
31,560
+800
| +3% | +$1.47K | 0.03% | 182 |
|
|
2022
Q1 | $115K | Buy |
30,760
+1,700
| +6% | +$6.36K | 0.05% | 195 |
|
|
2021
Q4 | $180K | Buy |
+29,060
| New | +$180K | 0.07% | 199 |
|