WLPWM
Walled Lake Planning & Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-69
| Closed | -$69K | – | 205 |
|
|
2021
Q3 | $69K | Hold |
69
| – | – | 0.04% | 141 |
|
|
2021
Q2 | $63K | Hold |
69
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $51K | Hold |
69
| – | – | 0.04% | 145 |
|
|
2020
Q4 | $56K | Hold |
69
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $49K | Hold |
69
| – | – | 0.04% | 124 |
|
|
2020
Q2 | $39K | Hold |
69
| – | – | 0.03% | 122 |
|
|
2020
Q1 | $34K | Hold |
69
| – | – | 0.03% | 122 |
|
|
2019
Q4 | $41K | Buy |
+69
| New | +$41K | 0.03% | 127 |
|