CWM
SRGA
Circle Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,000
| Closed | -$44K | – | 230 |
|
|
2020
Q4 | $44K | Hold |
20,000
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $36K | Hold |
20,000
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $64K | Hold |
20,000
| – | – | 0.01% | 193 |
|
|
2020
Q1 | $34K | Hold |
20,000
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $55K | Hold |
20,000
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $57K | Hold |
20,000
| – | – | 0.01% | 164 |
|
|
2019
Q2 | $85K | Hold |
20,000
| – | – | 0.02% | 155 |
|
|
2019
Q1 | $120K | Hold |
20,000
| – | – | 0.03% | 155 |
|
|
2018
Q4 | $74K | Hold |
20,000
| – | – | 0.03% | 80 |
|
|
2018
Q3 | $90K | Hold |
20,000
| – | – | 0.03% | 97 |
|
|
2018
Q2 | $92K | Hold |
20,000
| – | – | 0.03% | 100 |
|
|
2018
Q1 | $92K | Hold |
20,000
| – | – | 0.03% | 96 |
|
|
2017
Q4 | $82K | Buy |
+20,000
| New | +$82K | 0.03% | 96 |
|