Acorn Advisory Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,100
| Closed | -$399K | – | 36 |
|
|
2019
Q1 | $399K | Hold |
2,100
| – | – | 0.71% | 21 |
|
|
2018
Q4 | $335K | Sell |
2,100
-1,740
| -45% | -$278K | 1.2% | 10 |
|
|
2018
Q3 | $735K | Buy |
3,840
+1,530
| +66% | +$293K | 0.84% | 17 |
|
|
2018
Q2 | $368K | Sell |
2,310
-480
| -17% | -$76.5K | 0.44% | 28 |
|
|
2018
Q1 | $384K | Buy |
+2,790
| New | +$384K | 0.6% | 17 |
|