WealthPlan Investment Management’s Surmodics SRDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-238	Closed	-$7.45K	–	330
2023 Q2	$7.45K	Hold	238	–	–	﹤0.01%	282
2023 Q1	$5.42K	Buy	+238	New	+$5.42K	﹤0.01%	361