CWA

Core Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,081	Closed	-$1.11M	–	210
2021 Q4	$1.11M	Buy	+3,081	New	+$1.11M	0.66%	16
2021 Q1	–	Sell	-25	Closed	-$20K	–	188
2020 Q4	$20K	Buy	+25	New	+$20K	0.02%	93