CAN
Claraphi Advisory Network’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-244
| Closed | -$121K | – | 739 |
|
|
2020
Q1 | $121K | Buy |
+244
| New | +$121K | 0.06% | 294 |
|
|
2019
Q2 | – | Sell |
-378
| Closed | -$216K | – | 257 |
|
|
2019
Q1 | $216K | Sell |
378
-447
| -54% | -$255K | 0.14% | 194 |
|
|
2018
Q4 | $394K | Hold |
825
| – | – | 0.3% | 93 |
|
|
2018
Q3 | $474K | Buy |
825
+67
| +9% | +$38.5K | 0.26% | 92 |
|
|
2018
Q2 | $363K | Buy |
758
+32
| +4% | +$15.3K | 0.23% | 120 |
|
|
2018
Q1 | $299K | Sell |
726
-206
| -22% | -$84.8K | 0.21% | 141 |
|
|
2017
Q4 | $340K | Buy |
+932
| New | +$340K | 0.26% | 115 |
|