WFG Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $798K | Buy |
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|
2017
Q1 | $493K | Sell |
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|
2016
Q4 | $579K | Buy |
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|
2016
Q3 | $386K | Hold |
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|
2016
Q2 | $353K | Buy |
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|
2016
Q1 | $308K | Buy |
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|
2015
Q4 | $272K | Sell |
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|
2015
Q3 | $252K | Buy |
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|
2015
Q2 | $198K | Hold |
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|
2015
Q1 | $206K | Sell |
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|
2014
Q4 | $248K | Sell |
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|
2014
Q3 | $288K | Hold |
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|
2014
Q2 | $257K | Sell |
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|
2014
Q1 | $295K | Buy |
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|
2013
Q4 | $244K | Buy |
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|
2013
Q3 | $191K | Buy |
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|
2013
Q2 | $252K | Buy |
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