Financial Architects (New Jersey)’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-84
| Closed | -$16K | – | 504 |
|
|
2020
Q2 | $16K | Sell |
84
-378
| -82% | -$67.8K | ﹤0.01% | 573 |
|
|
2020
Q1 | $76K | Buy |
462
+147
| +47% | +$26.9K | 0.02% | 332 |
|
|
2019
Q4 | $62K | Sell |
315
-3
| -0.9% | -$562 | 0.01% | 394 |
|
|
2019
Q3 | $57K | Buy |
318
+15
| +5% | +$2.59K | 0.01% | 414 |
|
|
2019
Q2 | $53K | Sell |
303
-762
| -72% | -$131K | 0.01% | 503 |
|
|
2019
Q1 | $202K | Sell |
1,065
-132
| -11% | -$23.5K | 0.04% | 293 |
|
|
2018
Q4 | $191K | Buy |
1,197
+366
| +44% | +$62K | 0.04% | 270 |
|
|
2018
Q3 | $159K | Sell |
831
-90
| -10% | -$16K | 0.03% | 353 |
|
|
2018
Q2 | $147K | Buy |
921
+135
| +17% | +$20.6K | 0.03% | 328 |
|
|
2018
Q1 | $108K | Sell |
786
-432
| -35% | -$60.3K | 0.02% | 438 |
|
|
2017
Q4 | $148K | Sell |
1,218
-330
| -21% | -$41.3K | 0.03% | 396 |
|
|
2017
Q3 | $180K | Sell |
1,548
-90
| -5% | -$9.81K | 0.03% | 346 |
|
|
2017
Q2 | $170K | Sell |
1,638
-126
| -7% | -$12.1K | 0.03% | 353 |
|
|
2017
Q1 | $150K | Sell |
1,764
-108
| -6% | -$8.53K | 0.03% | 354 |
|
|
2016
Q4 | $132K | Buy |
1,872
+1,809
| +2,871% | +$133K | 0.03% | 325 |
|
|
2016
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 1123 |
|
|
2016
Q1 | $4K | Buy |
+63
| New | +$3.9K | ﹤0.01% | 935 |
|
|
2015
Q3 | – | Sell |
-63
| Closed | -$3K | – | 558 |
|
|
2015
Q2 | $3K | Sell |
63
-54
| -46% | -$3.02K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $7K | Sell |
117
-144
| -55% | -$8.15K | ﹤0.01% | 796 |
|
|
2014
Q4 | $15K | Buy |
261
+63
| +32% | +$3.51K | 0.01% | 582 |
|
|
2014
Q3 | $10K | Hold |
198
| – | – | ﹤0.01% | 604 |
|
|
2014
Q2 | $9K | Buy |
+198
| New | +$8.73K | ﹤0.01% | 660 |
|
Other funds holding ISRG
