TIAM2
Tru Independence Asset Management 2’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.77M | Buy |
+10,843
| New | +$2.77M | 2.78% | 10 |
|
|
2022
Q3 | $204K | Buy |
+1,087
| New | +$204K | 0.22% | 64 |
|
|
2022
Q1 | – | Sell |
-585
| Closed | -$210K | – | 117 |
|
|
2021
Q4 | $210K | Buy |
+585
| New | +$210K | 0.11% | 127 |
|
|
2021
Q1 | – | Sell |
-793
| Closed | -$649K | – | 253 |
|
|
2020
Q4 | $649K | Buy |
+793
| New | +$649K | 0.55% | 43 |
|