Strategic Financial Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-764
| Closed | -$230K | – | 136 |
|
|
2022
Q1 | $230K | Buy |
764
+200
| +35% | +$60.2K | 0.02% | 128 |
|
|
2021
Q4 | $203K | Buy |
+564
| New | +$203K | 0.02% | 132 |
|
|
2021
Q3 | – | Sell |
-939
| Closed | -$288K | – | 132 |
|
|
2021
Q2 | $288K | Hold |
939
| – | – | 0.02% | 119 |
|
|
2021
Q1 | $231K | Buy |
+939
| New | +$231K | 0.02% | 125 |
|