Partnervest Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$251K	Sell	1,062 -93	-8%	-$20.9K	0.08%	196
2020 Q2	$219K	Buy	+1,155	New	+$207K	0.08%	195
2020 Q1	–	Sell	-1,212	Closed	-$239K	–	228
2019 Q4	$239K	Hold	1,212	–	–	0.09%	185
2019 Q3	$218K	Buy	1,212 +6	+0.5%	+$1.04K	0.08%	205
2019 Q2	$211K	Buy	1,206 +39	+3%	+$6.68K	0.08%	200
2019 Q1	$222K	Buy	+1,167	New	+$207K	0.09%	196
2014 Q3	–	Sell	-9	Closed	–	–	469
2014 Q2	$0	Sell	9 -225	-96%	-$9.93K	﹤0.01%	1066
2014 Q1	$11K	Sell	234 -162	-41%	-$7.63K	﹤0.01%	634
2013 Q4	$17K	Hold	396	–	–	0.01%	507
2013 Q3	$17K	Hold	396	–	–	0.01%	506
2013 Q2	$22K	Buy	+396	New	+$21.8K	0.01%	397