Surevest’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9	Closed	-$2K	–	550
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	421
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	363
2021 Q4	$3K	Buy	+9	New	+$3K	﹤0.01%	368