TCPWM
Traverso Chambers Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $216K | Buy |
+639
| New | +$216K | 0.05% | 116 |
|
|
2023
Q3 | – | Sell |
-639
| Closed | -$219K | – | 117 |
|
|
2023
Q2 | $219K | Buy |
+639
| New | +$219K | 0.06% | 110 |
|
|
2022
Q1 | – | Sell |
-639
| Closed | -$230K | – | 109 |
|
|
2021
Q4 | $230K | Buy |
639
+426
| +200% | +$153K | 0.07% | 106 |
|
|
2021
Q3 | $212K | Buy |
+213
| New | +$212K | 0.07% | 106 |
|