Kestra Advisory Services’s SurgePays SURG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-77,150
Closed -$373K 2238
2022
Q2
$373K Hold
77,150
﹤0.01% 1490
2022
Q1
$315K Buy
77,150
+27,850
+56% +$114K ﹤0.01% 1567
2021
Q4
$100K Buy
+49,300
New +$100K ﹤0.01% 1940