Valeo Financial Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-740
| Closed | -$9K | – | 1992 |
|
|
2020
Q2 | $9K | Hold |
740
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q1 | $6K | Hold |
740
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q4 | $12K | Hold |
740
| – | – | ﹤0.01% | 1053 |
|
|
2019
Q3 | $5K | Hold |
740
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q2 | $6K | Hold |
740
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q1 | $8K | Buy |
740
+48
| +7% | +$519 | ﹤0.01% | 1032 |
|
|
2018
Q4 | $7K | Sell |
692
-42
| -6% | -$425 | ﹤0.01% | 981 |
|
|
2018
Q3 | $10K | Hold |
734
| – | – | ﹤0.01% | 966 |
|
|
2018
Q2 | $13K | Buy |
734
+678
| +1,211% | +$12K | ﹤0.01% | 879 |
|
|
2018
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1461 |
|
|
2017
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1309 |
|
|
2017
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1119 |
|