Sharkey, Howes & Javer’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-180	Closed	-$31K	–	110
2019 Q2	$31K	Hold	180	–	–	0.01%	125
2019 Q1	$34K	Hold	180	–	–	0.02%	121
2018 Q4	$29K	Hold	180	–	–	0.02%	121
2018 Q3	$34K	Hold	180	–	–	0.02%	124
2018 Q2	$29K	Hold	180	–	–	0.02%	123
2018 Q1	$24K	Hold	180	–	–	0.01%	122
2017 Q4	$22K	Sell	180 -360	-67%	-$45.1K	0.01%	127
2017 Q3	$21K	Buy	540 +360	+200%	+$39.2K	0.01%	130
2017 Q2	$19K	Hold	180	–	–	0.01%	130
2017 Q1	$15K	Hold	180	–	–	0.01%	151
2016 Q4	$13K	Hold	180	–	–	0.01%	161
2016 Q3	$14K	Hold	180	–	–	0.01%	154
2016 Q2	$13K	Hold	180	–	–	0.01%	159
2016 Q1	$12K	Buy	+180	New	+$11.2K	0.01%	178