JNBA Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24
| Closed | -$5K | – | 717 |
|
|
2022
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 566 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$3K | – | 764 |
|
|
2021
Q4 | $3K | Sell |
9
-63
| -88% | -$21K | ﹤0.01% | 689 |
|
|
2021
Q3 | $24K | Buy |
+72
| New | +$24K | ﹤0.01% | 389 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$115K | – | 628 |
|
|
2018
Q3 | $115K | Buy |
+600
| New | +$115K | 0.05% | 168 |
|
|
2016
Q4 | – | Sell |
-225
| Closed | -$18K | – | 896 |
|
|
2016
Q3 | $18K | Buy |
+225
| New | +$18K | ﹤0.01% | 852 |
|