MPS Loria Financial Planners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-156
| Closed | -$38K | – | 335 |
|
|
2021
Q1 | $38K | Hold |
156
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $42K | Buy |
156
+21
| +16% | +$5.65K | 0.02% | 174 |
|
|
2020
Q3 | $32K | Hold |
135
| – | – | 0.02% | 171 |
|
|
2020
Q2 | $26K | Buy |
+135
| New | +$26K | 0.01% | 180 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$15K | – | 209 |
|
|
2017
Q2 | $15K | Buy |
+135
| New | +$15K | 0.01% | 260 |
|