Salem Investment Counselors’s Surgery Partners SGRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$14.6K	–	1147
2023 Q3	$14.6K	Sell	500 -3,850	-89%	-$113K	﹤0.01%	726
2023 Q2	$196K	Hold	4,350	–	–	0.01%	331
2023 Q1	$150K	Sell	4,350 -975	-18%	-$33.6K	0.01%	373
2022 Q4	$148K	Buy	+5,325	New	+$148K	0.01%	366