Partnervest Advisory Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $251K | Sell |
1,062
-93
| -8% | -$22K | 0.08% | 196 |
|
|
2020
Q2 | $219K | Buy |
+1,155
| New | +$219K | 0.08% | 195 |
|
|
2020
Q1 | – | Sell |
-1,212
| Closed | -$239K | – | 222 |
|
|
2019
Q4 | $239K | Hold |
1,212
| – | – | 0.09% | 185 |
|
|
2019
Q3 | $218K | Buy |
1,212
+6
| +0.5% | +$1.08K | 0.08% | 205 |
|
|
2019
Q2 | $211K | Buy |
1,206
+39
| +3% | +$6.82K | 0.08% | 200 |
|
|
2019
Q1 | $222K | Buy |
+1,167
| New | +$222K | 0.09% | 196 |
|
|
2014
Q3 | – | Sell |
-9
| Closed | – | – | 467 |
|
|
2014
Q2 | $0 | Sell |
9
-225
| -96% | – | ﹤0.01% | 1061 |
|
|
2014
Q1 | $11K | Sell |
234
-162
| -41% | -$7.62K | ﹤0.01% | 632 |
|
|
2013
Q4 | $17K | Hold |
396
| – | – | 0.01% | 507 |
|
|
2013
Q3 | $17K | Hold |
396
| – | – | 0.01% | 506 |
|
|
2013
Q2 | $22K | Buy |
+396
| New | +$22K | 0.01% | 397 |
|