LFA
Lighthouse Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.17M | Buy |
2,936
+308
| +12% | +$228K | 0.66% | 52 |
|
|
2020
Q4 | $2.15M | Buy |
2,628
+180
| +7% | +$147K | 0.73% | 52 |
|
|
2020
Q3 | $1.74M | Buy |
2,448
+73
| +3% | +$51.8K | 0.66% | 49 |
|
|
2020
Q2 | $1.35M | Buy |
2,375
+297
| +14% | +$168K | 0.57% | 51 |
|
|
2020
Q1 | $1.03M | Buy |
2,078
+1
| +0% | +$495 | 0.63% | 50 |
|
|
2019
Q4 | $1.23M | Buy |
+2,077
| New | +$1.23M | 0.58% | 50 |
|