TrustCore Financial Services’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $220K | Hold |
7,896
| – | – | 0.02% | 264 |
|
|
2022
Q3 | $185K | Hold |
7,896
| – | – | 0.02% | 272 |
|
|
2022
Q2 | $228K | Hold |
7,896
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $435K | Hold |
7,896
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $422K | Hold |
7,896
| – | – | 0.05% | 176 |
|
|
2021
Q3 | $334K | Hold |
7,896
| – | – | 0.03% | 208 |
|
|
2021
Q2 | $526K | Buy |
7,896
+6,751
| +590% | +$450K | 0.06% | 171 |
|
|
2021
Q1 | $51K | Hold |
1,145
| – | – | 0.01% | 433 |
|
|
2020
Q4 | $33K | Sell |
1,145
-2,500
| -69% | -$72.1K | ﹤0.01% | 473 |
|
|
2020
Q3 | $80K | Hold |
3,645
| – | – | 0.01% | 327 |
|
|
2020
Q2 | $42K | Hold |
3,645
| – | – | 0.01% | 413 |
|
|
2020
Q1 | $24K | Hold |
3,645
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $57K | Hold |
3,645
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $27K | Sell |
3,645
-19
| -0.5% | -$141 | 0.01% | 452 |
|
|
2019
Q2 | $30K | Hold |
3,664
| – | – | 0.01% | 438 |
|
|
2019
Q1 | $41K | Hold |
3,664
| – | – | 0.01% | 336 |
|
|
2018
Q4 | $36K | Hold |
3,664
| – | – | 0.02% | 170 |
|
|
2018
Q3 | $60K | Buy |
+3,664
| New | +$60K | 0.02% | 286 |
|