Ken Stern & Associates’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $260K | Sell |
1,359
-300
| -18% | -$57.4K | 0.11% | 120 |
|
|
2018
Q2 | $265K | Hold |
1,659
| – | – | 0.12% | 105 |
|
|
2018
Q1 | $228K | Sell |
1,659
-366
| -18% | -$50.3K | 0.1% | 113 |
|
|
2017
Q4 | $246K | Sell |
2,025
-45
| -2% | -$5.47K | 0.11% | 106 |
|
|
2017
Q3 | $240K | Buy |
2,070
+45
| +2% | +$5.22K | 0.11% | 110 |
|
|
2017
Q2 | $210K | Buy |
+2,025
| New | +$210K | 0.1% | 110 |
|