YorkBridge Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,606
| Closed | -$1.73M | – | 289 |
|
|
2022
Q2 | $1.73M | Sell |
8,606
-59
| -0.7% | -$11.8K | 0.45% | 55 |
|
|
2022
Q1 | $2.61M | Buy |
8,665
+140
| +2% | +$42.2K | 0.57% | 45 |
|
|
2021
Q4 | $3.06M | Buy |
8,525
+464
| +6% | +$167K | 0.69% | 39 |
|
|
2021
Q3 | $2.67M | Buy |
8,061
+348
| +5% | +$115K | 0.67% | 45 |
|
|
2021
Q2 | $2.36M | Buy |
7,713
+387
| +5% | +$119K | 0.62% | 46 |
|
|
2021
Q1 | $1.8M | Buy |
7,326
+405
| +6% | +$99.7K | 0.53% | 52 |
|
|
2020
Q4 | $1.89M | Buy |
6,921
+438
| +7% | +$119K | 0.63% | 46 |
|
|
2020
Q3 | $1.53M | Buy |
+6,483
| New | +$1.53M | 0.64% | 46 |
|
|
2019
Q3 | – | Sell |
-129
| Closed | -$23K | – | 408 |
|
|
2019
Q2 | $23K | Hold |
129
| – | – | 0.01% | 457 |
|
|
2019
Q1 | $25K | Hold |
129
| – | – | 0.01% | 435 |
|
|
2018
Q4 | $21K | Hold |
129
| – | – | 0.01% | 455 |
|
|
2018
Q3 | $25K | Hold |
129
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $21K | Buy |
+129
| New | +$21K | 0.01% | 526 |
|