CAPTRUST Financial Advisors’s Vicarious Surgical RBOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-350
| Closed | -$3.85K | – | 2547 |
|
|
2023
Q4 | $3.85K | Buy |
+350
| New | +$3.85K | ﹤0.01% | 2643 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$5K | – | 3593 |
|
|
2022
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 4113 |
|
|
2022
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 3919 |
|
|
2021
Q4 | $18K | Hold |
55
| – | – | ﹤0.01% | 3368 |
|
|
2021
Q3 | $25K | Buy |
55
+47
| +588% | +$21.4K | ﹤0.01% | 3018 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 4198 |
|