Wealthspire Advisors (New York)’s SuRo Capital SSSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-17,395
| Closed | -$68.5K | – | 667 |
|
2023
Q4 | $68.5K | Sell |
17,395
-900
| -5% | -$3.55K | ﹤0.01% | 634 |
|
2023
Q3 | $66.2K | Hold |
18,295
| – | – | ﹤0.01% | 585 |
|
2023
Q2 | $58.5K | Hold |
18,295
| – | – | ﹤0.01% | 550 |
|
2023
Q1 | $66.2K | Hold |
18,295
| – | – | ﹤0.01% | 520 |
|
2022
Q4 | $69.5K | Hold |
18,295
| – | – | ﹤0.01% | 564 |
|
2022
Q3 | $71K | Sell |
18,295
-7,205
| -28% | -$28K | ﹤0.01% | 498 |
|
2022
Q2 | $163K | Hold |
25,500
| – | – | ﹤0.01% | 477 |
|
2022
Q1 | $220K | Buy |
+25,500
| New | +$220K | ﹤0.01% | 402 |
|