Telemus Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,090
| Closed | -$775K | – | 406 |
|
|
2020
Q3 | $775K | Buy |
+3,090
| New | +$775K | 0.06% | 231 |
|
|
2020
Q2 | – | Sell |
-4,590
| Closed | -$887K | – | 397 |
|
|
2020
Q1 | $887K | Buy |
4,590
+90
| +2% | +$17.4K | 0.07% | 184 |
|
|
2019
Q4 | $887K | Hold |
4,500
| – | – | 0.07% | 192 |
|
|
2019
Q3 | $810K | Hold |
4,500
| – | – | 0.07% | 194 |
|
|
2019
Q2 | $737K | Sell |
4,500
-450
| -9% | -$73.7K | 0.07% | 195 |
|
|
2019
Q1 | $941K | Buy |
+4,950
| New | +$941K | 0.07% | 203 |
|
|
2017
Q3 | – | Sell |
-2,430
| Closed | -$253K | – | 338 |
|
|
2017
Q2 | $253K | Hold |
2,430
| – | – | 0.03% | 312 |
|
|
2017
Q1 | $207K | Buy |
+2,430
| New | +$207K | 0.02% | 320 |
|