Strategic Wealth Investment Group’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,614	Closed	-$1.18M	–	132
2023 Q1	$1.18M	Buy	4,614 +3,129	+211%	+$799K	0.22%	65
2022 Q4	$381K	Buy	+1,485	New	+$381K	0.09%	82