Institute for Wealth Management’s SuRo Capital SSSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,088
| Closed | -$39K | – | 464 |
|
|
2022
Q3 | $39K | Sell |
10,088
-3
| -0% | -$12 | 0.01% | 444 |
|
|
2022
Q2 | $65K | Sell |
10,091
-792
| -7% | -$5.1K | 0.01% | 519 |
|
|
2022
Q1 | $94K | Hold |
10,883
| – | – | 0.02% | 526 |
|
|
2021
Q4 | $141K | Buy |
10,883
+150
| +1% | +$1.94K | 0.02% | 478 |
|
|
2021
Q3 | $139K | Buy |
10,733
+160
| +2% | +$2.07K | 0.02% | 466 |
|
|
2021
Q2 | $143K | Sell |
10,573
-1,816
| -15% | -$24.6K | 0.03% | 471 |
|
|
2021
Q1 | $141K | Buy |
+12,389
| New | +$141K | 0.03% | 450 |
|