Synergy Financial Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,014
| Closed | -$296K | – | 89 |
|
|
2023
Q3 | $296K | Hold |
1,014
| – | – | 0.41% | 54 |
|
|
2023
Q2 | $347K | Hold |
1,014
| – | – | 0.47% | 47 |
|
|
2023
Q1 | $259K | Hold |
1,014
| – | – | 0.42% | 61 |
|
|
2022
Q4 | $269K | Sell |
1,014
-135
| -12% | -$35.8K | 0.53% | 55 |
|
|
2022
Q3 | $215K | Hold |
1,149
| – | – | 0.32% | 84 |
|
|
2022
Q2 | $231K | Hold |
1,149
| – | – | 0.36% | 72 |
|
|
2022
Q1 | $347K | Hold |
1,149
| – | – | 0.36% | 67 |
|
|
2021
Q4 | $413K | Buy |
+1,149
| New | +$413K | 0.37% | 64 |
|