GWP
Gateway Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,434
| Closed | -$419K | – | 249 |
|
|
2023
Q3 | $419K | Buy |
1,434
+73
| +5% | +$21.3K | 0.08% | 147 |
|
|
2023
Q2 | $465K | Buy |
1,361
+160
| +13% | +$54.7K | 0.08% | 132 |
|
|
2023
Q1 | $307K | Buy |
1,201
+153
| +15% | +$39.1K | 0.05% | 160 |
|
|
2022
Q4 | $278K | Buy |
+1,048
| New | +$278K | 0.05% | 153 |
|