Cobiz Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$228K | – | 117 |
|
|
2019
Q1 | $228K | Sell |
1,200
-405
| -25% | -$77K | 0.04% | 107 |
|
|
2018
Q4 | $256K | Buy |
1,605
+9
| +0.6% | +$1.44K | 0.06% | 109 |
|
|
2018
Q3 | $305K | Hold |
1,596
| – | – | 0.06% | 107 |
|
|
2018
Q2 | $255K | Hold |
1,596
| – | – | 0.05% | 118 |
|
|
2018
Q1 | $220K | Buy |
+1,596
| New | +$220K | 0.05% | 125 |
|