Concert Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,500
| Closed | -$1.4M | – | 81 |
|
|
2017
Q2 | $1.4M | Sell |
13,500
-10,989
| -45% | -$1.14M | 1.36% | 14 |
|
|
2017
Q1 | $1.73M | Hold |
24,489
| – | – | 0.39% | 62 |
|
|
2016
Q4 | $1.73M | Buy |
24,489
+459
| +2% | +$32.4K | 0.38% | 63 |
|
|
2016
Q3 | $1.94M | Sell |
24,030
-9
| -0% | -$725 | 0.24% | 104 |
|
|
2016
Q2 | $1.77M | Sell |
24,039
-90
| -0.4% | -$6.62K | 0.24% | 111 |
|
|
2016
Q1 | $1.61M | Buy |
24,129
+234
| +1% | +$15.6K | 0.22% | 121 |
|
|
2015
Q4 | $1.45M | Sell |
23,895
-153
| -0.6% | -$9.27K | 0.19% | 129 |
|
|
2015
Q3 | $1.23M | Buy |
24,048
+261
| +1% | +$13.3K | 0.17% | 154 |
|
|
2015
Q2 | $1.28M | Buy |
+23,787
| New | +$1.28M | 0.17% | 150 |
|