WR Wealth Planners’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

WR Wealth Planners’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-101	Closed	-$1	–	913
2023 Q3	$1	Hold	101	–	–	﹤0.01%	916
2023 Q2	$18	Sell	101 -366	-78%	-$351	﹤0.01%	896
2023 Q1	$747	Buy	+467	New	+$950	﹤0.01%	847

WR Wealth Planners's SRGA Position: Q4 2023 in Review

WR Wealth Planners sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2023, closing a stake of 101 shares — an estimated $1 sold.

WR Wealth Planners first reported a position in SRGA in Q1 2023 and held it in 3 quarters. The position peaked at $747 in Q1 2023. 0 funds tracked by Wall St. Rank hold SRGA as of Q4 2023.

WR Wealth Planners reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 101 Surgalign Holdings, Inc. Common Stock shares in Q4 2023, an estimated $1.
WR Wealth Planners first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's Surgalign Holdings, Inc. Common Stock position peaked at $747 in Q1 2023.
0 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.