Personal Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-60
| Closed | -$18K | – | 224 |
|
|
2021
Q2 | $18K | Buy |
+60
| New | +$18K | 0.01% | 221 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$12K | – | 315 |
|
|
2019
Q4 | $12K | Hold |
60
| – | – | 0.01% | 222 |
|
|
2019
Q3 | $11K | Hold |
60
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 214 |
|