Great Point 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
Q4 | – | Sell |
-7,361
| Closed | -$215K | – | 64 |
|
|
2023
Q3 | $215K | Buy |
7,361
+9
| +0.1% | +$263 | 0.06% | 61 |
|
|
2023
Q2 | $331K | Buy |
7,352
+53
| +0.7% | +$2.38K | 0.1% | 52 |
|
|
2023
Q1 | $252K | Hold |
7,299
| – | – | 0.08% | 55 |
|
|
2022
Q4 | $203K | Buy |
+7,299
| New | +$203K | 0.07% | 59 |
|
|
2022
Q3 | – | Sell |
-7,261
| Closed | -$210K | – | 66 |
|
|
2022
Q2 | $210K | Hold |
7,261
| – | – | 0.07% | 64 |
|
|
2022
Q1 | $400K | Hold |
7,261
| – | – | 0.12% | 41 |
|
|
2021
Q4 | $388K | Buy |
+7,261
| New | +$388K | 0.12% | 44 |
|
|
2021
Q3 | – | Sell |
-4,645
| Closed | -$309K | – | 53 |
|
|
2021
Q2 | $309K | Hold |
4,645
| – | – | 0.11% | 44 |
|
|
2021
Q1 | $206K | Buy |
+4,645
| New | +$206K | 0.08% | 48 |
|