Tectonic Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,313
| Closed | -$264K | – | 212 |
|
|
2022
Q2 | $264K | Buy |
1,313
+5
| +0.4% | +$1.01K | 0.05% | 165 |
|
|
2022
Q1 | $395K | Hold |
1,308
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $470K | Hold |
1,308
| – | – | 0.08% | 132 |
|
|
2021
Q3 | $433K | Hold |
1,308
| – | – | 0.09% | 128 |
|
|
2021
Q2 | $401K | Sell |
1,308
-225
| -15% | -$69K | 0.08% | 120 |
|
|
2021
Q1 | $378K | Sell |
1,533
-210
| -12% | -$51.8K | 0.09% | 120 |
|
|
2020
Q4 | $475K | Buy |
+1,743
| New | +$475K | 0.13% | 103 |
|