Essex Private 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
Q1 | – | Sell |
-660
| Closed | -$237K | – | 47 |
|
|
2021
Q4 | $237K | Hold |
660
| – | – | 0.2% | 57 |
|
|
2021
Q3 | $219K | Sell |
660
-105
| -14% | -$34.8K | 0.2% | 64 |
|
|
2021
Q2 | $235K | Buy |
+765
| New | +$235K | 0.21% | 59 |
|
|
2021
Q1 | – | Sell |
-843
| Closed | -$229K | – | 65 |
|
|
2020
Q4 | $229K | Buy |
+843
| New | +$229K | 0.22% | 59 |
|