TWA
TCI Wealth Advisors’s Surgery Partners SGRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-187
| Closed | -$6.45K | – | 1894 |
|
|
2023
Q1 | $6.45K | Hold |
187
| – | – | ﹤0.01% | 1356 |
|
|
2022
Q4 | $5.21K | Hold |
187
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q3 | $4K | Buy |
+187
| New | +$4K | ﹤0.01% | 1670 |
|
|
2022
Q2 | – | Sell |
-124
| Closed | -$7K | – | 2488 |
|
|
2022
Q1 | $7K | Sell |
124
-54
| -30% | -$3.05K | ﹤0.01% | 1349 |
|
|
2021
Q4 | $10K | Buy |
+178
| New | +$10K | ﹤0.01% | 1194 |
|
|
2021
Q3 | – | Sell |
-61
| Closed | -$4K | – | 2535 |
|
|
2021
Q2 | $4K | Buy |
61
+15
| +33% | +$984 | ﹤0.01% | 1610 |
|
|
2021
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1864 |
|