Harvest Group Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-315
| Closed | -$86K | – | 357 |
|
|
2020
Q4 | $86K | Buy |
315
+30
| +11% | +$8.19K | 0.05% | 76 |
|
|
2020
Q3 | $67K | Hold |
285
| – | – | 0.05% | 77 |
|
|
2020
Q2 | $54K | Hold |
285
| – | – | 0.05% | 75 |
|
|
2020
Q1 | $47K | Sell |
285
-27
| -9% | -$4.45K | 0.05% | 78 |
|
|
2019
Q4 | $61K | Hold |
312
| – | – | 0.05% | 71 |
|
|
2019
Q3 | $56K | Buy |
312
+81
| +35% | +$14.5K | 0.07% | 70 |
|
|
2019
Q2 | $40K | Hold |
231
| – | – | 0.05% | 84 |
|
|
2019
Q1 | $44K | Buy |
+231
| New | +$44K | 0.04% | 97 |
|