IRON Financial’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-567
| Closed | -$204K | – | 119 |
|
|
2021
Q4 | $204K | Buy |
+567
| New | +$204K | 0.09% | 108 |
|
|
2021
Q1 | – | Sell |
-831
| Closed | -$227K | – | 114 |
|
|
2020
Q4 | $227K | Sell |
831
-27
| -3% | -$7.38K | 0.11% | 105 |
|
|
2020
Q3 | $203K | Buy |
+858
| New | +$203K | 0.11% | 96 |
|