Foster Victor Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$248K | – | 138 |
|
|
2020
Q3 | $248K | Buy |
+1,050
| New | +$248K | 0.07% | 118 |
|
|
2020
Q1 | – | Sell |
-1,050
| Closed | -$204K | – | 103 |
|
|
2019
Q4 | $204K | Buy |
+1,050
| New | +$204K | 0.09% | 104 |
|
|
2019
Q2 | – | Sell |
-1,077
| Closed | -$205K | – | 99 |
|
|
2019
Q1 | $205K | Buy |
+1,077
| New | +$205K | 0.16% | 86 |
|