JSA
Jacobson & Schmitt Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-921
| Closed | -$278K | – | 62 |
|
|
2022
Q1 | $278K | Hold |
921
| – | – | 0.07% | 50 |
|
|
2021
Q4 | $331K | Buy |
921
+614
| +200% | +$221K | 0.08% | 43 |
|
|
2021
Q3 | $305K | Hold |
307
| – | – | 0.08% | 40 |
|
|
2021
Q2 | $282K | Hold |
307
| – | – | 0.08% | 40 |
|
|
2021
Q1 | $227K | Hold |
307
| – | – | 0.07% | 40 |
|
|
2020
Q4 | $251K | Hold |
307
| – | – | 0.09% | 40 |
|
|
2020
Q3 | $218K | Buy |
+307
| New | +$218K | 0.08% | 38 |
|