RPg Family Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-117
| Closed | -$35.3K | – | 203 |
|
|
2022
Q1 | $35.3K | Sell |
117
-36
| -24% | -$10.9K | 0.02% | 172 |
|
|
2021
Q4 | $55K | Hold |
153
| – | – | 0.02% | 160 |
|
|
2021
Q3 | $50.7K | Hold |
153
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $46.9K | Buy |
+153
| New | +$46.9K | 0.02% | 173 |
|
|
2020
Q4 | $41.7K | Sell |
153
-60
| -28% | -$16.4K | 0.02% | 173 |
|
|
2020
Q3 | $50.4K | Hold |
213
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $40.5K | Hold |
213
| – | – | 0.02% | 168 |
|
|
2020
Q1 | $35.2K | Sell |
213
-195
| -48% | -$32.2K | 0.03% | 158 |
|
|
2019
Q4 | $80.4K | Hold |
408
| – | – | 0.05% | 131 |
|
|
2019
Q3 | $73.4K | Hold |
408
| – | – | 0.04% | 137 |
|
|
2019
Q2 | $71.3K | Hold |
408
| – | – | 0.04% | 139 |
|
|
2019
Q1 | $77.6K | Buy |
408
+345
| +548% | +$65.6K | 0.05% | 135 |
|
|
2018
Q4 | $10.1K | Hold |
63
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $12.1K | Hold |
63
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $10K | Buy |
+63
| New | +$10K | 0.01% | 228 |
|