MCIA
Mountain Capital Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,385
| Closed | -$715K | – | 84 |
|
|
2022
Q3 | $715K | Buy |
+3,385
| New | +$715K | 0.37% | 69 |
|
|
2022
Q2 | – | Sell |
-3,596
| Closed | -$1M | – | 85 |
|
|
2022
Q1 | $1M | Buy |
3,596
+190
| +6% | +$53K | 0.47% | 65 |
|
|
2021
Q4 | $1.12M | Buy |
3,406
+631
| +23% | +$207K | 0.51% | 72 |
|
|
2021
Q3 | $912K | Buy |
2,775
+1,838
| +196% | +$604K | 0.48% | 76 |
|
|
2021
Q2 | $892K | Sell |
937
-35
| -4% | -$33.3K | 0.41% | 75 |
|
|
2021
Q1 | $772K | Buy |
972
+16
| +2% | +$12.7K | 0.39% | 96 |
|
|
2020
Q4 | $778K | Sell |
956
-71
| -7% | -$57.8K | 0.47% | 77 |
|
|
2020
Q3 | $776K | Buy |
+1,027
| New | +$776K | 0.5% | 68 |
|