WealthStone’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $458K | Buy |
1,863
+102
| +6% | +$25.1K | 0.16% | 97 |
|
2020
Q4 | $480K | Buy |
1,761
+57
| +3% | +$15.5K | 0.17% | 85 |
|
2020
Q3 | $403K | Buy |
+1,704
| New | +$403K | 0.18% | 79 |
|
2019
Q3 | – | Sell |
-1,782
| Closed | -$312K | – | 327 |
|
2019
Q2 | $312K | Buy |
+1,782
| New | +$312K | 0.14% | 106 |
|