HWMA
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Heritage Wealth Management (Arizona)’s Surgery Partners SGRY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$1.23K Buy
44
+22
+100% +$613 ﹤0.01% 1013
2022
Q3 		$1K Buy
+22
New +$1K ﹤0.01% 967