BWA
BDO Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $379K | Buy |
1,108
+51
| +5% | +$17.4K | 0.04% | 198 |
|
|
2023
Q1 | $270K | Hold |
1,057
| – | – | 0.03% | 219 |
|
|
2022
Q4 | $280K | Hold |
1,057
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $198K | Hold |
1,057
| – | – | 0.03% | 249 |
|
|
2022
Q2 | $212K | Buy |
1,057
+1,000
| +1,754% | +$201K | 0.03% | 243 |
|
|
2022
Q1 | $17K | Sell |
57
-14
| -20% | -$4.18K | ﹤0.01% | 622 |
|
|
2021
Q4 | $26K | Buy |
71
+49
| +223% | +$17.9K | ﹤0.01% | 573 |
|
|
2021
Q3 | $22K | Hold |
22
| – | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $20K | Hold |
22
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $16K | Buy |
22
+3
| +16% | +$2.18K | ﹤0.01% | 650 |
|
|
2020
Q4 | $16K | Sell |
19
-28
| -60% | -$23.6K | ﹤0.01% | 491 |
|
|
2020
Q3 | $33K | Buy |
47
+41
| +683% | +$28.8K | 0.01% | 376 |
|
|
2020
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 646 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$57K | – | 645 |
|
|
2019
Q1 | $57K | Buy |
100
+20
| +25% | +$11.4K | 0.02% | 269 |
|
|
2018
Q4 | $38K | Buy |
80
+50
| +167% | +$23.8K | 0.01% | 284 |
|
|
2018
Q3 | $17K | Hold |
30
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $14K | Hold |
30
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $12K | Buy |
+30
| New | +$12K | ﹤0.01% | 381 |
|