BT Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-708	Closed	-$214K	–	71
2022 Q1	$214K	Sell	708 -12	-2%	-$3.63K	0.06%	65
2021 Q4	$259K	Buy	720 +18	+3%	+$6.48K	0.07%	61
2021 Q3	$233K	Hold	702	–	–	0.07%	50
2021 Q2	$215K	Buy	+702	New	+$215K	0.07%	54