Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,883
| Closed | -$246K | – | 60 |
|
|
2019
Q3 | $246K | Hold |
2,883
| – | – | 0.14% | 51 |
|
|
2019
Q2 | $368K | Hold |
2,883
| – | – | 0.22% | 37 |
|
|
2019
Q1 | $520K | Hold |
2,883
| – | – | 0.34% | 32 |
|
|
2018
Q4 | $325K | Hold |
2,883
| – | – | 0.28% | 31 |
|
|
2018
Q3 | $389K | Hold |
2,883
| – | – | 0.28% | 34 |
|
|
2018
Q2 | $398K | Sell |
2,883
-621
| -18% | -$85.7K | 0.3% | 32 |
|
|
2018
Q1 | $484K | Hold |
3,504
| – | – | 0.36% | 30 |
|
|
2017
Q4 | $431K | Buy |
+3,504
| New | +$431K | 0.32% | 32 |
|