HighMark Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$98K | – | 546 |
|
|
2021
Q3 | $98K | Sell |
3,000
-117
| -4% | -$3.82K | 0.07% | 79 |
|
|
2021
Q2 | $130K | Sell |
3,117
-333
| -10% | -$13.9K | 0.1% | 62 |
|
|
2021
Q1 | $226K | Hold |
3,450
| – | – | 0.18% | 43 |
|
|
2020
Q4 | $227K | Buy |
3,450
+333
| +11% | +$21.9K | 0.2% | 39 |
|
|
2020
Q3 | $169K | Hold |
3,117
| – | – | 0.15% | 47 |
|
|
2020
Q2 | $297K | Hold |
3,117
| – | – | 0.33% | 30 |
|
|
2020
Q1 | $159K | Hold |
3,117
| – | – | 0.19% | 34 |
|
|
2019
Q4 | $256K | Buy |
+3,117
| New | +$256K | 0.27% | 30 |
|