TFO Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$337 | – | 867 |
|
|
2023
Q4 | $337 | Hold |
1
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $342 | Buy |
+1
| New | +$342 | ﹤0.01% | 599 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$5K | – | 308 |
|
|
2022
Q2 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 212 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$11K | – | 169 |
|
|
2020
Q2 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 86 |
|