Kanaly Trust’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $67K | Hold |
945
| – | – | 0.01% | 257 |
|
|
2016
Q3 | $76K | Sell |
945
-45
| -5% | -$3.62K | 0.02% | 237 |
|
|
2016
Q2 | $73K | Sell |
990
-9
| -0.9% | -$664 | 0.01% | 245 |
|
|
2016
Q1 | $67K | Sell |
999
-180
| -15% | -$12.1K | 0.01% | 252 |
|
|
2015
Q4 | $72K | Sell |
1,179
-18
| -2% | -$1.1K | 0.01% | 243 |
|
|
2015
Q3 | $61K | Sell |
1,197
-27
| -2% | -$1.38K | 0.01% | 262 |
|
|
2015
Q2 | $66K | Buy |
1,224
+558
| +84% | +$30.1K | 0.01% | 271 |
|
|
2015
Q1 | $37K | Buy |
666
+117
| +21% | +$6.5K | 0.01% | 316 |
|
|
2014
Q4 | $32K | Hold |
549
| – | – | 0.01% | 335 |
|
|
2014
Q3 | $28K | Hold |
549
| – | – | 0.01% | 356 |
|
|
2014
Q2 | $25K | Hold |
549
| – | – | ﹤0.01% | 380 |
|
|
2014
Q1 | $27K | Buy |
+549
| New | +$27K | 0.01% | 358 |
|