Creative Planning’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-373
| Closed | -$24K | – | 2440 |
|
|
2021
Q1 | $24K | Buy |
+373
| New | +$24K | ﹤0.01% | 2302 |
|
|
2017
Q3 | – | Sell |
-27
| Closed | -$5K | – | 3924 |
|
|
2017
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 3964 |
|
|
2017
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 4131 |
|
|
2016
Q4 | $3K | Sell |
27
-25
| -48% | -$2.78K | ﹤0.01% | 4096 |
|
|
2016
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 3820 |
|
|
2016
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 3503 |
|
|
2016
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 3473 |
|
|
2015
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 3556 |
|
|
2015
Q3 | $9K | Buy |
+52
| New | +$9K | ﹤0.01% | 3249 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$7K | – | 3183 |
|
|
2015
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 3361 |
|
|
2014
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 3204 |
|
|
2014
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 3101 |
|
|
2014
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 2992 |
|
|
2014
Q1 | $6K | Sell |
50
-120
| -71% | -$14.4K | ﹤0.01% | 2957 |
|
|
2013
Q4 | $18K | Hold |
170
| – | – | ﹤0.01% | 2259 |
|
|
2013
Q3 | $19K | Hold |
170
| – | – | ﹤0.01% | 2140 |
|
|
2013
Q2 | $19K | Buy |
+170
| New | +$19K | ﹤0.01% | 1969 |
|