HVM
Harvest Volatility Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,792
| Closed | -$3.69M | – | 68 |
|
|
2023
Q2 | $3.69M | Sell |
10,792
-1,791
| -14% | -$612K | 0.74% | 25 |
|
|
2023
Q1 | $3.16M | Sell |
12,583
-2,334
| -16% | -$587K | 0.64% | 31 |
|
|
2022
Q4 | $3.96M | Sell |
14,917
-4,036
| -21% | -$1.07M | 0.8% | 27 |
|
|
2022
Q3 | $3.58M | Sell |
18,953
-431
| -2% | -$81.5K | 0.62% | 34 |
|
|
2022
Q2 | $3.89M | Sell |
19,384
-2,393
| -11% | -$480K | 0.63% | 34 |
|
|
2022
Q1 | $6.57M | Sell |
21,777
-9
| -0% | -$2.72K | 0.74% | 26 |
|
|
2021
Q4 | $7.83K | Buy |
21,786
+16,309
| +298% | +$5.86K | ﹤0.01% | 41 |
|
|
2021
Q3 | $5.45M | Buy |
5,477
+2,079
| +61% | +$2.07M | 0.25% | 34 |
|
|
2021
Q2 | $3.13M | Buy |
3,398
+843
| +33% | +$775K | 0.25% | 37 |
|
|
2021
Q1 | $1.89M | Buy |
2,555
+980
| +62% | +$724K | 0.17% | 39 |
|
|
2020
Q4 | $1.29M | Buy |
+1,575
| New | +$1.29M | 0.15% | 34 |
|