Engrave Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-45
Closed -$8K 244
2020
Q2
$8K Hold
45
0.01% 270
2020
Q1
$7K Buy
45
+15
+50% +$2.33K 0.01% 236
2019
Q4
$5K Buy
+30
New +$5K ﹤0.01% 357