Park Avenue Institutional Advisers’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,329
| Closed | -$356K | – | 8 |
|
|
2023
Q1 | $356K | Hold |
10,329
| – | – | 0.48% | 4 |
|
|
2022
Q4 | $242K | Hold |
10,329
| – | – | 0.32% | 7 |
|
|
2022
Q3 | $242K | Hold |
10,329
| – | – | 0.31% | 7 |
|
|
2022
Q2 | $299K | Hold |
10,329
| – | – | 0.42% | 4 |
|
|
2022
Q1 | $569K | Hold |
10,329
| – | – | 0.48% | 6 |
|
|
2021
Q4 | $470K | Hold |
10,329
| – | – | 0.47% | 6 |
|
|
2021
Q3 | $437K | Buy |
10,329
+6,930
| +204% | +$293K | 0.44% | 8 |
|
|
2021
Q2 | $226K | Buy |
+3,399
| New | +$226K | 2.09% | 7 |
|
|
2020
Q3 | – | Sell |
-45,000
| Closed | -$520K | – | 9 |
|
|
2020
Q2 | $520K | Buy |
+45,000
| New | +$520K | 17.02% | 3 |
|