Wells Fargo’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
Q3 | – | Sell |
-207,818
| Closed | -$977K | – | 6356 |
|
2015
Q2 | $977K | Buy |
207,818
+179,928
| +645% | +$846K | ﹤0.01% | 3571 |
|
2015
Q1 | $150K | Buy |
27,890
+2,800
| +11% | +$15.1K | ﹤0.01% | 4421 |
|
2014
Q4 | $109K | Sell |
25,090
-9,000
| -26% | -$39.1K | ﹤0.01% | 4556 |
|
2014
Q3 | $116K | Buy |
34,090
+9,000
| +36% | +$30.6K | ﹤0.01% | 4494 |
|
2014
Q2 | $78K | Sell |
25,090
-85,150
| -77% | -$265K | ﹤0.01% | 4673 |
|
2014
Q1 | $336K | Buy |
110,240
+96,785
| +719% | +$295K | ﹤0.01% | 4029 |
|
2013
Q4 | $49K | Buy |
13,455
+2,440
| +22% | +$8.89K | ﹤0.01% | 4671 |
|
2013
Q3 | $50K | Buy |
11,015
+6,655
| +153% | +$30.2K | ﹤0.01% | 4614 |
|
2013
Q2 | $17K | Buy |
+4,360
| New | +$17K | ﹤0.01% | 4827 |
|