WealthTrust Axiom’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 |
-77,700
| Closed | -$510K | – | 235 |
|
|
2015
Q3 | $510K | Sell |
77,700
-1,000
| -1% | -$6.56K | 0.21% | 98 |
|
|
2015
Q2 | $369K | Hold |
78,700
| – | – | 0.14% | 124 |
|
|
2015
Q1 | $424K | Hold |
78,700
| – | – | 0.15% | 117 |
|
|
2014
Q4 | $342K | Hold |
78,700
| – | – | 0.12% | 131 |
|
|
2014
Q3 | $268K | Hold |
78,700
| – | – | 0.09% | 158 |
|
|
2014
Q2 | $243K | Hold |
78,700
| – | – | 0.08% | 167 |
|
|
2014
Q1 | $240K | Hold |
78,700
| – | – | 0.09% | 159 |
|
|
2013
Q4 | $284K | Hold |
78,700
| – | – | 0.11% | 131 |
|
|
2013
Q3 | $358K | Hold |
78,700
| – | – | 0.15% | 107 |
|
|
2013
Q2 | $310K | Buy |
+78,700
| New | +$310K | 0.13% | 115 |
|