GYL Financial Synergies’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,044
| Closed | -$617K | – | 199 |
|
|
2022
Q1 | $617K | Buy |
2,044
+154
| +8% | +$46.5K | 0.15% | 88 |
|
|
2021
Q4 | $679K | Buy |
1,890
+111
| +6% | +$39.9K | 0.18% | 97 |
|
|
2021
Q3 | $590K | Sell |
1,779
-696
| -28% | -$231K | 0.3% | 81 |
|
|
2021
Q2 | $759K | Buy |
2,475
+324
| +15% | +$99.4K | 0.39% | 64 |
|
|
2021
Q1 | $530K | Buy |
2,151
+159
| +8% | +$39.2K | 0.29% | 87 |
|
|
2020
Q4 | $544K | Sell |
1,992
-42
| -2% | -$11.5K | 0.31% | 79 |
|
|
2020
Q3 | $481K | Sell |
2,034
-315
| -13% | -$74.5K | 0.32% | 85 |
|
|
2020
Q2 | $446K | Buy |
2,349
+165
| +8% | +$31.3K | 0.32% | 79 |
|
|
2020
Q1 | $361K | Buy |
+2,184
| New | +$361K | 0.23% | 89 |
|