Dorchester Wealth Management’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 | – | Sell |
-927
| Closed | -$284K | – | 150 |
|
|
2021
Q2 | $284K | Sell |
927
-360
| -28% | -$110K | 0.07% | 131 |
|
|
2021
Q1 | $317K | Buy |
+1,287
| New | +$317K | 0.08% | 117 |
|
|
2019
Q3 | – | Sell |
-1,749
| Closed | -$306K | – | 130 |
|
|
2019
Q2 | $306K | Buy |
+1,749
| New | +$306K | 0.09% | 99 |
|
|
2019
Q1 | – | Sell |
-2,262
| Closed | -$361K | – | 134 |
|
|
2018
Q4 | $361K | Buy |
+2,262
| New | +$361K | 0.13% | 84 |
|