DVF
Discovery Value Fund’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,041
| Closed | -$8.44M | – | 20 |
|
|
2020
Q1 | $8.44M | Buy |
17,041
+12,000
| +238% | +$5.94M | 0.78% | 15 |
|
|
2019
Q4 | $2.98M | Sell |
5,041
-15,801
| -76% | -$9.34M | 0.25% | 12 |
|
|
2019
Q3 | $11.3M | Sell |
20,842
-5,600
| -21% | -$3.02M | 1.23% | 8 |
|
|
2019
Q2 | $13.9M | Buy |
26,442
+1,710
| +7% | +$897K | 1.57% | 7 |
|
|
2019
Q1 | $14.1M | Hold |
24,732
| – | – | 1.58% | 7 |
|
|
2018
Q4 | $11.8M | Buy |
+24,732
| New | +$11.8M | 1.74% | 7 |
|