Covenant Multifamily Offices’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $471K | Buy |
4,284
+2,856
| +200% | +$314K | 0.08% | 149 |
|
|
2021
Q2 | $438K | Buy |
1,428
+144
| +11% | +$44.2K | 0.08% | 147 |
|
|
2021
Q1 | $316K | Hold |
1,284
| – | – | 0.06% | 143 |
|
|
2020
Q4 | $350K | Sell |
1,284
-348
| -21% | -$94.9K | 0.06% | 102 |
|
|
2020
Q3 | $386K | Sell |
1,632
-609
| -27% | -$144K | 0.08% | 83 |
|
|
2020
Q2 | $426K | Buy |
+2,241
| New | +$426K | 0.08% | 98 |
|