JFA
Johanson Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.17M | Buy |
6,032
+3,943
| +189% | +$1.42M | 0.66% | 39 |
|
|
2021
Q3 | $2.08M | Buy |
2,089
+25
| +1% | +$24.9K | 0.72% | 36 |
|
|
2021
Q2 | $1.97M | Sell |
2,064
-925
| -31% | -$882K | 0.67% | 37 |
|
|
2021
Q1 | $2.35M | Buy |
2,989
+2,508
| +521% | +$1.97M | 0.86% | 31 |
|
|
2020
Q4 | $394K | Sell |
481
-10
| -2% | -$8.19K | 0.16% | 87 |
|
|
2020
Q3 | $347K | Sell |
491
-152
| -24% | -$107K | 0.16% | 86 |
|
|
2020
Q2 | $366K | Sell |
643
-3
| -0.5% | -$1.71K | 0.18% | 77 |
|
|
2020
Q1 | $320K | Sell |
646
-440,353
| -100% | -$218M | 0.18% | 73 |
|
|
2019
Q4 | $746K | Buy |
+440,999
| New | +$746K | 0.04% | 163 |
|