DA
DCM Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,000
| Closed | -$603K | – | 218 |
|
2022
Q1 | $603K | Sell |
2,000
-3,024
| -60% | -$912K | 0.21% | 111 |
|
2021
Q4 | $1.81M | Buy |
5,024
+3,071
| +157% | +$1.1M | 0.53% | 48 |
|
2021
Q3 | $1.94M | Buy |
1,953
+203
| +12% | +$202K | 0.75% | 24 |
|
2021
Q2 | $1.61M | Buy |
1,750
+1,250
| +250% | +$1.15M | 0.91% | 19 |
|
2021
Q1 | $369K | Buy |
500
+230
| +85% | +$170K | 0.21% | 133 |
|
2020
Q4 | $221K | Buy |
+270
| New | +$221K | 0.13% | 171 |
|