Wealthfront’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.08M | Buy |
10,860
+84
| +0.8% | +$16.1K | 0.02% | 122 |
|
|
2018
Q2 | $1.72M | Buy |
10,776
+18
| +0.2% | +$2.87K | 0.02% | 143 |
|
|
2018
Q1 | $1.48M | Buy |
10,758
+1,989
| +23% | +$274K | 0.02% | 180 |
|
|
2017
Q4 | $1.07M | Buy |
8,769
+1,839
| +27% | +$224K | 0.01% | 216 |
|
|
2017
Q3 | $805K | Buy |
6,930
+513
| +8% | +$59.6K | 0.01% | 234 |
|
|
2017
Q2 | $667K | Buy |
6,417
+693
| +12% | +$72K | 0.01% | 215 |
|
|
2017
Q1 | $487K | Buy |
5,724
+864
| +18% | +$73.5K | 0.01% | 232 |
|
|
2016
Q4 | $342K | Sell |
4,860
-837
| -15% | -$58.9K | 0.01% | 273 |
|
|
2016
Q3 | $459K | Buy |
5,697
+837
| +17% | +$67.4K | 0.01% | 193 |
|
|
2016
Q2 | $357K | Buy |
4,860
+999
| +26% | +$73.4K | 0.01% | 227 |
|
|
2016
Q1 | $258K | Sell |
3,861
-171
| -4% | -$11.4K | 0.01% | 267 |
|
|
2015
Q4 | $245K | Buy |
4,032
+1,683
| +72% | +$102K | 0.01% | 256 |
|
|
2015
Q3 | $120K | Sell |
2,349
-1,341
| -36% | -$68.5K | ﹤0.01% | 370 |
|
|
2015
Q2 | $199K | Buy |
3,690
+1,044
| +39% | +$56.3K | 0.01% | 265 |
|
|
2015
Q1 | $148K | Buy |
2,646
+216
| +9% | +$12.1K | 0.01% | 312 |
|
|
2014
Q4 | $143K | Buy |
2,430
+792
| +48% | +$46.6K | 0.01% | 289 |
|
|
2014
Q3 | $84K | Buy |
1,638
+738
| +82% | +$37.8K | 0.01% | 316 |
|
|
2014
Q2 | $40K | Buy |
900
+423
| +89% | +$18.8K | ﹤0.01% | 406 |
|
|
2014
Q1 | $26K | Buy |
+477
| New | +$26K | ﹤0.01% | 387 |
|