Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 437 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 422 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 283 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 453 |
|