Kiwi Wealth Investments Limited Partnership’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,307
| Closed | -$4.28M | – | 237 |
|
|
2022
Q3 | $4.28M | Hold |
21,307
| – | – | 0.3% | 87 |
|
|
2022
Q2 | $4.28M | Sell |
21,307
-6,132
| -22% | -$1.23M | 0.3% | 87 |
|
|
2022
Q1 | $8.28M | Buy |
27,439
+26,144
| +2,019% | +$7.89M | 0.45% | 56 |
|
|
2021
Q4 | $465K | Sell |
1,295
-9,904
| -88% | -$3.56M | 0.02% | 229 |
|
|
2021
Q3 | $3.71M | Buy |
+11,199
| New | +$3.71M | 0.19% | 141 |
|
|
2019
Q1 | – | Sell |
-26,085
| Closed | -$4.16M | – | 186 |
|
|
2018
Q4 | $4.16M | Buy |
+26,085
| New | +$4.16M | 0.44% | 76 |
|