FormulaFolio Investments’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $62K | Hold |
201
| – | – | 0.02% | 134 |
|
|
2021
Q1 | $56K | Sell |
201
-2,073
| -91% | -$578K | 0.02% | 135 |
|
|
2020
Q4 | $620K | Buy |
+2,274
| New | +$620K | 0.01% | 409 |
|
|
2020
Q3 | – | Sell |
-2,523
| Closed | -$479K | – | 331 |
|
|
2020
Q2 | $479K | Buy |
2,523
+1,278
| +103% | +$243K | 0.02% | 193 |
|
|
2020
Q1 | $206K | Sell |
1,245
-924
| -43% | -$153K | 0.01% | 268 |
|
|
2019
Q4 | $427K | Sell |
2,169
-594
| -21% | -$117K | 0.02% | 254 |
|
|
2019
Q3 | $497K | Sell |
2,763
-888
| -24% | -$160K | 0.02% | 226 |
|
|
2019
Q2 | $638K | Buy |
3,651
+2,265
| +163% | +$396K | 0.03% | 182 |
|
|
2019
Q1 | $264K | Buy |
1,386
+135
| +11% | +$25.7K | 0.01% | 281 |
|
|
2018
Q4 | $239K | Hold |
1,251
| – | – | 0.01% | 291 |
|
|
2018
Q3 | $239K | Buy |
+1,251
| New | +$239K | 0.01% | 291 |
|