Appropriate Balance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $775 | Buy |
7,290
+1,305
| +22% | +$139 | 0.04% | 29 |
|
|
2017
Q2 | $712 | Buy |
5,985
+990
| +20% | +$118 | 0.04% | 28 |
|
|
2017
Q1 | $725 | Sell |
4,995
-2,043
| -29% | -$297 | 0.04% | 29 |
|
|
2016
Q4 | $495K | Sell |
7,038
-855
| -11% | -$60.1K | 0.3% | 26 |
|
|
2016
Q3 | $635K | Sell |
7,893
-342
| -4% | -$27.5K | 0.41% | 19 |
|
|
2016
Q2 | $605K | Sell |
8,235
-72
| -0.9% | -$5.29K | 0.4% | 18 |
|
|
2016
Q1 | $554K | Buy |
+8,307
| New | +$554K | 0.38% | 21 |
|