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True Wealth Design’s Surgery Partners SGRY Stock Holding History

True Wealth Design’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378 Buy
17
+13
+325% +$289 ﹤0.01% 1853
2025
Q1 		$95 Buy
+4
New +$95 ﹤0.01% 2210