Guardian Investor Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $129K | Hold |
2,295
| – | – | 0.1% | 244 |
|
|
2014
Q4 | $135K | Hold |
2,295
| – | – | 0.11% | 232 |
|
|
2014
Q3 | $118K | Sell |
2,295
-261
| -10% | -$13.4K | 0.1% | 249 |
|
|
2014
Q2 | $117K | Sell |
2,556
-153
| -6% | -$7K | 0.09% | 268 |
|
|
2014
Q1 | $132K | Sell |
2,709
-225
| -8% | -$11K | 0.1% | 234 |
|
|
2013
Q4 | $125K | Hold |
2,934
| – | – | 0.09% | 258 |
|
|
2013
Q3 | $123K | Hold |
2,934
| – | – | 0.1% | 236 |
|
|
2013
Q2 | $165K | Buy |
+2,934
| New | +$165K | 0.14% | 167 |
|