WealthTrust-Arizona’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $92K | Buy |
579
+150
| +35% | +$23.8K | 0.05% | 102 |
|
|
2018
Q3 | $82K | Buy |
429
+54
| +14% | +$10.3K | 0.04% | 114 |
|
|
2018
Q2 | $60K | Buy |
375
+93
| +33% | +$14.9K | 0.03% | 133 |
|
|
2018
Q1 | $39K | Buy |
282
+201
| +248% | +$27.8K | 0.02% | 190 |
|
|
2017
Q4 | $10K | Hold |
81
| – | – | ﹤0.01% | 395 |
|
|
2017
Q3 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 414 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$4K | – | 652 |
|
|
2017
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 514 |
|
|
2016
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 500 |
|
|
2016
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 513 |
|
|
2013
Q3 | – | Sell |
-207
| Closed | -$12K | – | 658 |
|
|
2013
Q2 | $12K | Buy |
+207
| New | +$12K | 0.02% | 300 |
|