Geneos Wealth Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$31K | – | 2592 |
|
|
2019
Q4 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q3 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q2 | $16K | Buy |
+2,000
| New | +$16K | ﹤0.01% | 1746 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$24K | – | 2230 |
|
|
2017
Q4 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 1313 |
|
|
2017
Q3 | $20K | Buy |
+2,000
| New | +$20K | ﹤0.01% | 1322 |
|