Cahill Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-123
| Closed | -$41K | – | 493 |
|
|
2021
Q3 | $41K | Buy |
+123
| New | +$41K | 0.01% | 362 |
|
|
2017
Q4 | – | Sell |
-3,150
| Closed | -$367K | – | 142 |
|
|
2017
Q3 | $367K | Hold |
3,150
| – | – | 0.19% | 107 |
|
|
2017
Q2 | $328K | Buy |
3,150
+90
| +3% | +$9.37K | 0.18% | 111 |
|
|
2017
Q1 | $261K | Hold |
3,060
| – | – | 0.15% | 109 |
|
|
2016
Q4 | $216K | Hold |
3,060
| – | – | 0.13% | 118 |
|
|
2016
Q3 | $247K | Buy |
+3,060
| New | +$247K | 0.16% | 109 |
|