BWA

Burt Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-27	Closed	-$22K	–	221
2020 Q4	$22K	Hold	27	–	–	0.01%	234
2020 Q3	$19K	Sell	27 -14	-34%	-$9.85K	0.01%	243
2020 Q2	$23K	Hold	41	–	–	0.01%	221
2020 Q1	$20K	Hold	41	–	–	0.01%	226
2019 Q4	$24K	Hold	41	–	–	0.01%	222
2019 Q3	$22K	Hold	41	–	–	0.01%	226
2019 Q2	$22K	Hold	41	–	–	0.01%	229
2019 Q1	$23K	Hold	41	–	–	0.01%	230
2018 Q4	$20K	Sell	41 -13	-24%	-$6.34K	0.01%	237
2018 Q3	$31K	Hold	54	–	–	0.01%	215
2018 Q2	$26K	Hold	54	–	–	0.01%	227
2018 Q1	$22K	Hold	54	–	–	0.01%	246
2017 Q4	$20K	Buy	54 +36	+200%	+$13.3K	0.01%	242
2017 Q3	$19K	Hold	18	–	–	0.01%	237
2017 Q2	$8K	Hold	18	–	–	0.01%	303
2017 Q1	$14K	Sell	18 -10	-36%	-$7.78K	0.01%	243
2016 Q4	$18K	Hold	28	–	–	0.02%	240
2016 Q3	$20K	Hold	28	–	–	0.02%	219
2016 Q2	$18K	Hold	28	–	–	0.02%	227
2016 Q1	$17K	Hold	28	–	–	0.02%	267
2015 Q4	$15K	Hold	28	–	–	0.01%	239
2015 Q3	$8K	Hold	28	–	–	0.01%	270
2015 Q2	$13K	Hold	28	–	–	0.01%	240
2015 Q1	$15K	Hold	28	–	–	0.02%	211
2014 Q4	$15K	Buy	+28	New	+$15K	0.02%	206