FA
Fiducient Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,170
| Closed | -$235K | – | 70 |
|
|
2022
Q2 | $235K | Buy |
+1,170
| New | +$235K | 0.09% | 78 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$249K | – | 82 |
|
|
2021
Q3 | $249K | Hold |
250
| – | – | 0.08% | 90 |
|
|
2021
Q2 | $230K | Buy |
+250
| New | +$230K | 0.07% | 75 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$205K | – | 83 |
|
|
2020
Q4 | $205K | Buy |
+250
| New | +$205K | 0.08% | 78 |
|