Advantage Investment Management’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 | – | Sell |
-75
| Closed | -$14K | – | 1028 |
|
|
2018
Q3 | $14K | Sell |
75
-312
| -81% | -$58.2K | 0.01% | 643 |
|
|
2018
Q2 | $62K | Hold |
387
| – | – | 0.05% | 334 |
|
|
2018
Q1 | $53K | Sell |
387
-9
| -2% | -$1.23K | 0.02% | 374 |
|
|
2017
Q4 | $48K | Sell |
396
-171
| -30% | -$20.7K | 0.01% | 405 |
|
|
2017
Q3 | $66K | Hold |
567
| – | – | 0.02% | 342 |
|
|
2017
Q2 | $59K | Buy |
567
+9
| +2% | +$937 | 0.02% | 329 |
|
|
2017
Q1 | $48K | Buy |
558
+27
| +5% | +$2.32K | 0.02% | 353 |
|
|
2016
Q4 | $37K | Hold |
531
| – | – | 0.01% | 393 |
|
|
2016
Q3 | $43K | Buy |
+531
| New | +$43K | 0.02% | 351 |
|