Advisory Research’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-36,571
| Closed | -$801K | – | 342 |
|
|
2020
Q3 | $801K | Buy |
+36,571
| New | +$801K | 0.08% | 196 |
|
|
2017
Q3 | – | Sell |
-62,854
| Closed | -$1.43M | – | 468 |
|
|
2017
Q2 | $1.43M | Buy |
62,854
+14,663
| +30% | +$334K | 0.02% | 271 |
|
|
2017
Q1 | $940K | Buy |
+48,191
| New | +$940K | 0.01% | 324 |
|