Wagner Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60
| Closed | -$11K | – | 488 |
|
|
2022
Q3 | $11K | Hold |
60
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $12K | Buy |
+60
| New | +$12K | 0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$22K | – | 432 |
|
|
2021
Q4 | $22K | Sell |
60
-120
| -67% | -$44K | 0.02% | 386 |
|
|
2021
Q3 | $22K | Buy |
180
+120
| +200% | +$14.7K | 0.02% | 358 |
|
|
2021
Q2 | $18K | Hold |
60
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $15K | Buy |
+60
| New | +$15K | 0.01% | 404 |
|