SWM
Selective Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-57
| Closed | -$11K | – | 417 |
|
|
2022
Q3 | $11K | Sell |
57
-150
| -72% | -$28.9K | ﹤0.01% | 506 |
|
|
2022
Q2 | $42K | Hold |
207
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $62K | Hold |
207
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $74K | Buy |
207
+88
| +74% | +$31.5K | 0.03% | 229 |
|
|
2021
Q3 | $118K | Buy |
119
+100
| +526% | +$99.2K | 0.06% | 154 |
|
|
2021
Q2 | $17K | Hold |
19
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $14K | Hold |
19
| – | – | 0.01% | 222 |
|
|
2020
Q4 | $16K | Hold |
19
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $13K | Hold |
19
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $11K | Hold |
19
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $9K | Hold |
19
| – | – | 0.01% | 158 |
|
|
2019
Q4 | $11K | Hold |
19
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $10K | Buy |
+19
| New | +$10K | 0.01% | 168 |
|