Whitegate Investment Counselors’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,152
Closed -$219K 202
2020
Q2
$219K Buy
+1,152
New +$219K 0.04% 180
2020
Q1
Sell
-1,152
Closed -$227K 190
2019
Q4
$227K Hold
1,152
0.04% 186
2019
Q3
$207K Buy
+1,152
New +$207K 0.04% 189