Foster Victor Wealth Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,100
| Closed | -$226K | – | 175 |
|
|
2022
Q4 | $226K | Hold |
8,100
| – | – | 0.03% | 141 |
|
|
2022
Q3 | $205K | Hold |
8,100
| – | – | 0.03% | 134 |
|
|
2022
Q2 | $239K | Sell |
8,100
-1,089
| -12% | -$32.1K | 0.04% | 122 |
|
|
2022
Q1 | $484K | Hold |
9,189
| – | – | 0.07% | 98 |
|
|
2021
Q4 | $422K | Buy |
+9,189
| New | +$422K | 0.06% | 106 |
|