Ellevest Inc’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-817
| Closed | -$28.2K | – | 1417 |
|
|
2023
Q1 | $28.2K | Buy |
817
+452
| +124% | +$15.6K | ﹤0.01% | 755 |
|
|
2022
Q4 | $10.2K | Buy |
365
+363
| +18,150% | +$10.1K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1850 |
|
|
2022
Q2 | – | Sell |
-86
| Closed | -$5K | – | 1662 |
|
|
2022
Q1 | $5K | Buy |
86
+65
| +310% | +$3.78K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1318 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1197 |
|