LIWM
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Long Island Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Long Island Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29
Closed -$10K – 230
2023
Q4 		$10K Buy
+29
New +$10K 0.01% 211