One Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,228
| Closed | -$618K | – | 286 |
|
|
2018
Q3 | $618K | Buy |
3,228
+21
| +0.7% | +$4.02K | 0.47% | 27 |
|
|
2018
Q2 | $511K | Buy |
3,207
+108
| +3% | +$17.2K | 0.41% | 30 |
|
|
2018
Q1 | $426K | Buy |
3,099
+57
| +2% | +$7.84K | 0.38% | 35 |
|
|
2017
Q4 | $370K | Buy |
+3,042
| New | +$370K | 0.3% | 49 |
|