IA
Independence Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $399K | Hold |
562
| – | – | 0.09% | 58 |
|
|
2020
Q2 | $320K | Sell |
562
-17
| -3% | -$9.68K | 0.07% | 64 |
|
|
2020
Q1 | $287K | Hold |
579
| – | – | 0.08% | 60 |
|
|
2019
Q4 | $342K | Sell |
579
-1
| -0.2% | -$591 | 0.08% | 62 |
|
|
2019
Q3 | $313K | Hold |
580
| – | – | 0.08% | 69 |
|
|
2019
Q2 | $304K | Hold |
580
| – | – | 0.08% | 70 |
|
|
2019
Q1 | $331K | Sell |
580
-60
| -9% | -$34.2K | 0.09% | 62 |
|
|
2018
Q4 | $307K | Sell |
640
-2
| -0.3% | -$959 | 0.1% | 60 |
|
|
2018
Q3 | $369K | Buy |
642
+15
| +2% | +$8.62K | 0.11% | 54 |
|
|
2018
Q2 | $300K | Buy |
627
+58
| +10% | +$27.8K | 0.1% | 58 |
|
|
2018
Q1 | $235K | Hold |
569
| – | – | 0.08% | 67 |
|
|
2017
Q4 | $208K | Buy |
+569
| New | +$208K | 0.07% | 73 |
|