Financial Architects (New Jersey)’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 |
-84
| Closed | -$16K | – | 503 |
|
|
2020
Q2 | $16K | Sell |
84
-378
| -82% | -$72K | ﹤0.01% | 572 |
|
|
2020
Q1 | $76K | Buy |
462
+147
| +47% | +$24.2K | 0.02% | 331 |
|
|
2019
Q4 | $62K | Sell |
315
-3
| -0.9% | -$590 | 0.01% | 394 |
|
|
2019
Q3 | $57K | Buy |
318
+15
| +5% | +$2.69K | 0.01% | 410 |
|
|
2019
Q2 | $53K | Sell |
303
-762
| -72% | -$133K | 0.01% | 441 |
|
|
2019
Q1 | $202K | Sell |
1,065
-132
| -11% | -$25K | 0.03% | 278 |
|
|
2018
Q4 | $191K | Buy |
1,197
+366
| +44% | +$58.4K | 0.04% | 259 |
|
|
2018
Q3 | $159K | Sell |
831
-90
| -10% | -$17.2K | 0.03% | 318 |
|
|
2018
Q2 | $147K | Buy |
921
+135
| +17% | +$21.5K | 0.03% | 328 |
|
|
2018
Q1 | $108K | Sell |
786
-432
| -35% | -$59.4K | 0.02% | 394 |
|
|
2017
Q4 | $148K | Sell |
1,218
-330
| -21% | -$40.1K | 0.02% | 352 |
|
|
2017
Q3 | $180K | Sell |
1,548
-90
| -5% | -$10.5K | 0.03% | 322 |
|
|
2017
Q2 | $170K | Sell |
1,638
-126
| -7% | -$13.1K | 0.03% | 324 |
|
|
2017
Q1 | $150K | Sell |
1,764
-108
| -6% | -$9.18K | 0.03% | 334 |
|
|
2016
Q4 | $132K | Buy |
1,872
+1,809
| +2,871% | +$128K | 0.03% | 324 |
|
|
2016
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 907 |
|
|
2015
Q3 | – | Sell |
-63
| Closed | -$3K | – | 538 |
|
|
2015
Q2 | $3K | Sell |
63
-54
| -46% | -$2.57K | ﹤0.01% | 1012 |
|
|
2015
Q1 | $7K | Sell |
117
-144
| -55% | -$8.62K | ﹤0.01% | 784 |
|
|
2014
Q4 | $15K | Buy |
261
+63
| +32% | +$3.62K | 0.01% | 579 |
|
|
2014
Q3 | $10K | Hold |
198
| – | – | ﹤0.01% | 599 |
|
|
2014
Q2 | $9K | Buy |
+198
| New | +$9K | ﹤0.01% | 648 |
|