IAM Advisory’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 |
-4,286
| Closed | -$1.29M | – | 82 |
|
|
2022
Q1 | $1.29M | Sell |
4,286
-16
| -0.4% | -$4.83K | 0.53% | 28 |
|
|
2021
Q4 | $1.4M | Sell |
4,302
-8,919
| -67% | -$2.9M | 0.55% | 25 |
|
|
2021
Q3 | $1.43M | Buy |
+13,221
| New | +$1.43M | 0.61% | 25 |
|
|
2021
Q2 | – | Sell |
-4,356
| Closed | -$1.26M | – | 67 |
|
|
2021
Q1 | $1.26M | Buy |
4,356
+57
| +1% | +$16.5K | 0.55% | 24 |
|
|
2020
Q4 | $1.07M | Buy |
+4,299
| New | +$1.07M | 0.54% | 27 |
|