MYCIO Wealth Partners’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 | – | Sell |
-279
| Closed | -$22K | – | 437 |
|
|
2016
Q3 | $22K | Buy |
279
+99
| +55% | +$7.81K | ﹤0.01% | 458 |
|
|
2016
Q2 | $13K | Hold |
180
| – | – | ﹤0.01% | 530 |
|
|
2016
Q1 | $12K | Sell |
180
-1,800
| -91% | -$120K | ﹤0.01% | 500 |
|
|
2015
Q4 | $120K | Hold |
1,980
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $101K | Hold |
1,980
| – | – | 0.02% | 206 |
|
|
2015
Q2 | $107K | Hold |
1,980
| – | – | 0.02% | 206 |
|
|
2015
Q1 | $111K | Hold |
1,980
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $116K | Buy |
1,980
+180
| +10% | +$10.5K | 0.02% | 183 |
|
|
2014
Q3 | $92K | Hold |
1,800
| – | – | 0.02% | 195 |
|
|
2014
Q2 | $82K | Hold |
1,800
| – | – | 0.02% | 210 |
|
|
2014
Q1 | $88K | Hold |
1,800
| – | – | 0.02% | 196 |
|
|
2013
Q4 | $77K | Hold |
1,800
| – | – | 0.02% | 205 |
|
|
2013
Q3 | $75K | Hold |
1,800
| – | – | 0.02% | 197 |
|
|
2013
Q2 | $101K | Buy |
+1,800
| New | +$101K | 0.03% | 166 |
|