C.M. Bidwell & Associates’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-172
| Closed | -$5.55K | – | 532 |
|
|
2024
Q3 | $5.55K | Hold |
172
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $4.09K | Buy |
+172
| New | +$4.09K | ﹤0.01% | 339 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$4K | – | 599 |
|
|
2021
Q4 | $4K | Sell |
75
-5,745
| -99% | -$306K | ﹤0.01% | 470 |
|
|
2021
Q3 | $246K | Buy |
5,820
+4,405
| +311% | +$186K | 0.16% | 115 |
|
|
2021
Q2 | $94K | Sell |
1,415
-985
| -41% | -$65.4K | 0.06% | 249 |
|
|
2021
Q1 | $106K | Sell |
2,400
-6,410
| -73% | -$283K | 0.08% | 235 |
|
|
2020
Q4 | $256K | Buy |
8,810
+1,100
| +14% | +$32K | 0.21% | 73 |
|
|
2020
Q3 | $169K | Buy |
7,710
+4,250
| +123% | +$93.2K | 0.16% | 135 |
|
|
2020
Q2 | $40K | Buy |
+3,460
| New | +$40K | 0.04% | 259 |
|
|
2017
Q3 | – | Sell |
-1,520
| Closed | -$35K | – | 365 |
|
|
2017
Q2 | $35K | Buy |
+1,520
| New | +$35K | 0.01% | 208 |
|