WAM
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Wakefield Asset Management’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,291
Closed -$3.01M 225
2018
Q4
$3.01M Sell
6,291
-686
-10% -$329K 1.3% 24
2018
Q3
$4.01M Buy
+6,977
New +$4.01M 1.57% 19