Thompson Davis & Co’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$4K | – | 781 |
|
|
2018
Q2 | $4K | Sell |
250
-125
| -33% | -$2K | 0.01% | 545 |
|
|
2018
Q1 | $6K | Buy |
375
+125
| +50% | +$2K | 0.02% | 462 |
|
|
2017
Q4 | $3K | Sell |
250
-750
| -75% | -$9K | 0.01% | 585 |
|
|
2017
Q3 | $10K | Buy |
1,000
+500
| +100% | +$5K | 0.02% | 693 |
|
|
2017
Q2 | $11K | Buy |
+500
| New | +$11K | 0.02% | 637 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$10K | – | 1196 |
|
|
2016
Q3 | $10K | Hold |
500
| – | – | 0.02% | 667 |
|
|
2016
Q2 | $9K | Buy |
+500
| New | +$9K | 0.01% | 676 |
|
|
2016
Q1 | – | Sell |
-125
| Closed | -$3K | – | 1157 |
|
|
2015
Q4 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 956 |
|