Evolution Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$20K | – | 389 |
|
|
2021
Q3 | $20K | Sell |
60
-39
| -39% | -$13K | ﹤0.01% | 315 |
|
|
2021
Q2 | $30K | Sell |
99
-51
| -34% | -$15.5K | 0.01% | 253 |
|
|
2021
Q1 | $37K | Buy |
150
+51
| +52% | +$12.6K | 0.01% | 226 |
|
|
2020
Q4 | $27K | Sell |
99
-12
| -11% | -$3.27K | 0.01% | 229 |
|
|
2020
Q3 | $26K | Hold |
111
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $21K | Buy |
111
+3
| +3% | +$568 | 0.01% | 200 |
|
|
2020
Q1 | $18K | Sell |
108
-30
| -22% | -$5K | 0.01% | 158 |
|
|
2019
Q4 | $27K | Buy |
138
+102
| +283% | +$20K | 0.01% | 198 |
|
|
2019
Q3 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 252 |
|