Affinity Capital 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 |
-742
| Closed | -$267K | – | 119 |
|
|
2021
Q4 | $267K | Sell |
742
-8
| -1% | -$2.88K | 0.08% | 103 |
|
|
2021
Q3 | $249K | Sell |
750
-3
| -0.4% | -$996 | 0.08% | 106 |
|
|
2021
Q2 | $231K | Sell |
753
-69
| -8% | -$21.2K | 0.08% | 115 |
|
|
2021
Q1 | $202K | Sell |
822
-177
| -18% | -$43.5K | 0.07% | 119 |
|
|
2020
Q4 | $272K | Buy |
+999
| New | +$272K | 0.11% | 90 |
|