Annapolis Financial Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$3K | – | 488 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $5K | Sell |
15
-15
| -50% | -$5K | ﹤0.01% | 334 |
|
|
2021
Q2 | $9K | Buy |
30
+15
| +100% | +$4.5K | ﹤0.01% | 273 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 318 |
|