Wealthstreet Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,163
Closed -$533K 205
2021
Q1
$533K Hold
2,163
0.05% 245
2020
Q4
$590K Sell
2,163
-90
-4% -$24.5K 0.06% 225
2020
Q3
$533K Buy
2,253
+600
+36% +$142K 0.06% 211
2020
Q2
$314K Buy
+1,653
New +$314K 0.04% 262