WESPAC Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,232
| Closed | -$443K | – | 124 |
|
|
2021
Q4 | $443K | Buy |
1,232
+53
| +4% | +$19.1K | 0.3% | 108 |
|
|
2021
Q3 | $391K | Buy |
+1,179
| New | +$391K | 0.24% | 124 |
|
|
2019
Q2 | – | Sell |
-3,150
| Closed | -$277K | – | 125 |
|
|
2019
Q1 | $277K | Buy |
+3,150
| New | +$277K | 0.19% | 98 |
|
|
2018
Q4 | – | Sell |
-1,965
| Closed | -$376K | – | 139 |
|
|
2018
Q3 | $376K | Buy |
+1,965
| New | +$376K | 0.22% | 102 |
|
|
2018
Q2 | – | Sell |
-1,476
| Closed | -$203K | – | 131 |
|
|
2018
Q1 | $203K | Buy |
+1,476
| New | +$203K | 0.12% | 139 |
|