LWP
Lumature Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15
| Closed | -$3.98K | – | 408 |
|
|
2022
Q4 | $3.98K | Hold |
15
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $3K | Sell |
15
-15
| -50% | -$3K | ﹤0.01% | 365 |
|
|
2022
Q2 | $6K | Sell |
30
-2,778
| -99% | -$556K | ﹤0.01% | 350 |
|
|
2022
Q1 | $847K | Sell |
2,808
-61
| -2% | -$18.4K | 0.34% | 63 |
|
|
2021
Q4 | $1.03M | Buy |
2,869
+1,962
| +216% | +$705K | 0.4% | 56 |
|
|
2021
Q3 | $902K | Buy |
907
+27
| +3% | +$26.9K | 0.37% | 61 |
|
|
2021
Q2 | $809K | Buy |
880
+43
| +5% | +$39.5K | 0.33% | 64 |
|
|
2021
Q1 | $618K | Buy |
+837
| New | +$618K | 0.32% | 68 |
|