Wealthspire Advisors (Maryland)’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-149
| Closed | -$3K | – | 2271 |
|
|
2017
Q1 | $3K | Sell |
149
-986
| -87% | -$19.9K | ﹤0.01% | 1637 |
|
|
2016
Q4 | $18K | Sell |
1,135
-1,691
| -60% | -$26.8K | ﹤0.01% | 1057 |
|
|
2016
Q3 | $57K | Sell |
2,826
-607
| -18% | -$12.2K | 0.01% | 736 |
|
|
2016
Q2 | $61K | Buy |
3,433
+1,818
| +113% | +$32.3K | 0.01% | 683 |
|
|
2016
Q1 | $21K | Buy |
1,615
+22
| +1% | +$286 | ﹤0.01% | 962 |
|
|
2015
Q4 | $33K | Buy |
+1,593
| New | +$33K | 0.01% | 820 |
|