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Perennial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$23K | – | 165 |
|
|
2021
Q2 | $23K | Hold |
25
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $18K | Sell |
25
-2
| -7% | -$1.44K | 0.01% | 209 |
|
|
2020
Q4 | $22K | Buy |
+27
| New | +$22K | 0.01% | 178 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$17K | – | 137 |
|
|
2020
Q2 | $17K | Buy |
+30
| New | +$17K | 0.01% | 179 |
|