International Assets Investment Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-250
| Closed | -$5.95K | – | 2516 |
|
2024
Q2 | $5.95K | Buy |
+250
| New | +$5.95K | ﹤0.01% | 1799 |
|
2023
Q2 | – | Sell |
-79
| Closed | -$2.72K | – | 889 |
|
2023
Q1 | $2.72K | Buy |
+79
| New | +$2.72K | ﹤0.01% | 976 |
|
2021
Q2 | – | Sell |
-300
| Closed | -$11K | – | 1651 |
|
2021
Q1 | $11K | Buy |
300
+150
| +100% | +$5.5K | ﹤0.01% | 1536 |
|
2020
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1729 |
|