Asset Dedication LLC’s Surgery Partners SGRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,259
Closed -$25K 631
2019
Q1
$25K Hold
2,259
0.01% 347
2018
Q4
$22K Hold
2,259
0.01% 343
2018
Q3
$37K Buy
+2,259
New +$37K 0.01% 288