CrestPoint Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,700
| Closed | -$230K | – | 223 |
|
|
2017
Q1 | $230K | Sell |
2,700
-9,000
| -77% | -$767K | 0.11% | 195 |
|
|
2016
Q4 | $824K | Hold |
11,700
| – | – | 0.41% | 83 |
|
|
2016
Q3 | $942K | Hold |
11,700
| – | – | 0.48% | 69 |
|
|
2016
Q2 | $860K | Sell |
11,700
-1,800
| -13% | -$132K | 0.46% | 83 |
|
|
2016
Q1 | $902K | Sell |
13,500
-3,600
| -21% | -$241K | 0.49% | 73 |
|
|
2015
Q4 | $1.04M | Hold |
17,100
| – | – | 0.59% | 53 |
|
|
2015
Q3 | $873K | Buy |
+17,100
| New | +$873K | 0.5% | 75 |
|