Genovese Burford & Brothers Wealth & Retirement Plan Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-225
| Closed | -$36K | – | 216 |
|
|
2018
Q2 | $36K | Hold |
225
| – | – | 0.01% | 203 |
|
|
2018
Q1 | $31K | Hold |
225
| – | – | 0.01% | 214 |
|
|
2017
Q4 | $33K | Hold |
225
| – | – | 0.09% | 113 |
|
|
2017
Q3 | $26K | Hold |
225
| – | – | 0.01% | 195 |
|
|
2017
Q2 | $23K | Hold |
225
| – | – | 0.01% | 204 |
|
|
2017
Q1 | $20K | Hold |
225
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $16K | Hold |
225
| – | – | ﹤0.01% | 275 |
|
|
2016
Q3 | $18K | Hold |
225
| – | – | 0.01% | 245 |
|
|
2016
Q2 | $16K | Hold |
225
| – | – | 0.01% | 236 |
|
|
2016
Q1 | $15K | Hold |
225
| – | – | 0.01% | 228 |
|
|
2015
Q4 | $14K | Buy |
+225
| New | +$14K | 0.01% | 233 |
|