Capital Directions Investment 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
Q4 | $37.4K | Buy |
+141
| New | +$37.4K | 0.01% | 135 |
|
|
2022
Q3 | – | Sell |
-141
| Closed | -$28K | – | 144 |
|
|
2022
Q2 | $28K | Hold |
141
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $43K | Buy |
+141
| New | +$43K | 0.01% | 154 |
|
|
2021
Q4 | – | Sell |
-141
| Closed | -$47K | – | 136 |
|
|
2021
Q3 | $47K | Hold |
141
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $43K | Buy |
+141
| New | +$43K | 0.01% | 127 |
|
|
2021
Q1 | – | Sell |
-141
| Closed | -$38K | – | 258 |
|
|
2020
Q4 | $38K | Hold |
141
| – | – | 0.01% | 123 |
|
|
2020
Q3 | $33K | Hold |
141
| – | – | 0.01% | 125 |
|
|
2020
Q2 | $27K | Hold |
141
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $23K | Sell |
141
-27
| -16% | -$4.4K | 0.01% | 151 |
|
|
2019
Q4 | $33K | Hold |
168
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $30K | Buy |
+168
| New | +$30K | 0.01% | 159 |
|