Ten Capital Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-201
| Closed | -$51.3K | – | 363 |
|
|
2023
Q1 | $51.3K | Hold |
201
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $53.3K | Buy |
201
+81
| +68% | +$21.5K | 0.02% | 175 |
|
|
2022
Q3 | $22K | Hold |
120
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $24K | Hold |
120
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $36K | Sell |
120
-81
| -40% | -$24.3K | 0.02% | 165 |
|
|
2021
Q4 | $72K | Buy |
201
+81
| +68% | +$29K | 0.03% | 106 |
|
|
2021
Q3 | $40K | Hold |
120
| – | – | 0.02% | 146 |
|
|
2021
Q2 | $37K | Hold |
120
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $29K | Hold |
120
| – | – | 0.01% | 202 |
|
|
2020
Q4 | $33K | Buy |
+120
| New | +$33K | 0.01% | 191 |
|