Disciplined Investments’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$540 | – | 1299 |
|
|
2023
Q2 | $540 | Buy |
12
+9
| +300% | +$405 | ﹤0.01% | 1202 |
|
|
2023
Q1 | $103 | Hold |
3
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q4 | $84 | Sell |
3
-1
| -25% | -$28 | ﹤0.01% | 1547 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1575 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 1587 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1591 |
|