Sterling Investment Advisors (Pennsylvania)’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-285
| Closed | -$57K | – | 295 |
|
|
2022
Q2 | $57K | Sell |
285
-33
| -10% | -$6.6K | 0.02% | 217 |
|
|
2022
Q1 | $96K | Hold |
318
| – | – | 0.03% | 197 |
|
|
2021
Q4 | $114K | Hold |
318
| – | – | 0.03% | 183 |
|
|
2021
Q3 | $105K | Hold |
318
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $97K | Hold |
318
| – | – | 0.03% | 200 |
|
|
2021
Q1 | $78K | Buy |
+318
| New | +$78K | 0.03% | 204 |
|