Balasa Dinverno & Foltz’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-644	Closed	-$231K	–	356
2021 Q4	$231K	Buy	644 +8	+1%	+$2.87K	0.01%	315
2021 Q3	$211K	Buy	+636	New	+$211K	0.01%	316
2019 Q2	–	Sell	-1,083	Closed	-$206K	–	252
2019 Q1	$206K	Buy	+1,083	New	+$206K	0.02%	232