Clearview Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33
| Closed | -$11.3K | – | 368 |
|
|
2023
Q2 | $11.3K | Hold |
33
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $8.43K | Hold |
33
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $8.76K | Hold |
33
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $7K | Hold |
33
| – | – | 0.01% | 401 |
|
|
2022
Q1 | $10K | Hold |
33
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $12K | Hold |
33
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $11K | Buy |
33
+18
| +120% | +$6K | 0.01% | 404 |
|
|
2021
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 465 |
|