CRWM
Castle Rock Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-568
| Closed | -$208K | – | 267 |
|
|
2021
Q3 | $208K | Buy |
+568
| New | +$208K | 0.07% | 248 |
|
|
2020
Q1 | – | Sell |
-959
| Closed | -$564K | – | 154 |
|
|
2019
Q4 | $564K | Sell |
959
-1
| -0.1% | -$588 | 0.51% | 79 |
|
|
2019
Q3 | $523K | Sell |
960
-308
| -24% | -$168K | 0.54% | 67 |
|
|
2019
Q2 | $696K | Buy |
+1,268
| New | +$696K | 0.77% | 37 |
|
|
2018
Q3 | – | Sell |
-427
| Closed | -$204K | – | 124 |
|
|
2018
Q2 | $204K | Buy |
+427
| New | +$204K | 0.28% | 114 |
|