Kore Private Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,860
| Closed | -$616K | – | 388 |
|
|
2021
Q3 | $616K | Buy |
1,860
+531
| +40% | +$176K | 0.06% | 204 |
|
|
2021
Q2 | $407K | Buy |
1,329
+453
| +52% | +$139K | 0.05% | 255 |
|
|
2021
Q1 | $216K | Buy |
+876
| New | +$216K | 0.03% | 333 |
|
|
2020
Q3 | – | Sell |
-291
| Closed | -$55K | – | 671 |
|
|
2020
Q2 | $55K | Buy |
291
+12
| +4% | +$2.27K | 0.01% | 438 |
|
|
2020
Q1 | $46K | Buy |
279
+231
| +481% | +$38.1K | 0.01% | 433 |
|
|
2019
Q4 | $9K | Buy |
+48
| New | +$9K | ﹤0.01% | 765 |
|