SkyOak Wealth’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 |
-3,045
| Closed | -$933K | – | 240 |
|
|
2021
Q2 | $933K | Hold |
3,045
| – | – | 0.25% | 86 |
|
|
2021
Q1 | $882K | Sell |
3,045
-621
| -17% | -$180K | 0.25% | 89 |
|
|
2020
Q4 | $1M | Buy |
3,666
+45
| +1% | +$12.3K | 0.31% | 84 |
|
|
2020
Q3 | $856K | Sell |
3,621
-4,539
| -56% | -$1.07M | 0.31% | 83 |
|
|
2020
Q2 | $1.55M | Buy |
8,160
+627
| +8% | +$119K | 0.57% | 49 |
|
|
2020
Q1 | $1.24M | Buy |
7,533
+24
| +0.3% | +$3.96K | 0.64% | 43 |
|
|
2019
Q4 | $1.48M | Buy |
+7,509
| New | +$1.48M | 0.46% | 54 |
|