RWA
Ropes Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $343K | Sell |
1,174
-39
| -3% | -$11.4K | 0.07% | 197 |
|
|
2023
Q2 | $415K | Sell |
1,213
-3
| -0.2% | -$1.03K | 0.07% | 189 |
|
|
2023
Q1 | $311K | Buy |
1,216
+6
| +0.5% | +$1.53K | 0.06% | 213 |
|
|
2022
Q4 | $321K | Buy |
+1,210
| New | +$321K | 0.06% | 209 |
|
|
2022
Q3 | – | Sell |
-1,052
| Closed | -$211K | – | 269 |
|
|
2022
Q2 | $211K | Buy |
1,052
+9
| +0.9% | +$1.81K | 0.04% | 255 |
|
|
2022
Q1 | $315K | Sell |
1,043
-265
| -20% | -$80K | 0.05% | 238 |
|
|
2021
Q4 | $470K | Buy |
1,308
+787
| +151% | +$283K | 0.08% | 174 |
|
|
2021
Q3 | $518K | Buy |
521
+31
| +6% | +$30.8K | 0.08% | 174 |
|
|
2021
Q2 | $451K | Sell |
490
-10
| -2% | -$9.2K | 0.07% | 183 |
|
|
2021
Q1 | $418K | Buy |
500
+58
| +13% | +$48.5K | 0.07% | 176 |
|
|
2020
Q4 | $362K | Sell |
442
-1
| -0.2% | -$819 | 0.06% | 178 |
|
|
2020
Q3 | $314K | Hold |
443
| – | – | 0.06% | 169 |
|
|
2020
Q2 | $252K | Hold |
443
| – | – | 0.05% | 176 |
|
|
2020
Q1 | $219K | Buy |
443
+49
| +12% | +$24.2K | 0.06% | 170 |
|
|
2019
Q4 | $233K | Buy |
394
+355
| +910% | +$210K | 0.05% | 199 |
|
|
2019
Q3 | $21K | Buy |
+39
| New | +$21K | ﹤0.01% | 427 |
|