Alta Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,094	Closed	-$487K	–	124
2024 Q1	$487K	Buy	5,094 +67	+1%	+$5.63K	0.25%	79
2023 Q4	$383K	Buy	5,027 +26	+0.5%	+$1.81K	0.21%	92
2023 Q3	$346K	Sell	5,001 -51	-1%	-$4.1K	0.21%	102
2023 Q2	$477K	Sell	5,052 -90	-2%	-$7.82K	0.28%	95
2023 Q1	$425K	Sell	5,142 -423	-8%	-$33.3K	0.27%	100
2022 Q4	$415K	Buy	5,565 +160	+3%	+$12.3K	0.28%	104
2022 Q3	$447K	Sell	5,405 -300	-5%	-$28.9K	0.32%	97
2022 Q2	$547K	Buy	5,705 +30	+0.5%	+$3.11K	0.38%	78
2022 Q1	$668K	Sell	5,675 -322	-5%	-$36.1K	0.4%	75
2021 Q4	$777K	Hold	5,997	–	–	0.48%	67
2021 Q3	$679K	Hold	5,997	–	–	0.49%	71
2021 Q2	$621K	Hold	5,997	–	–	0.46%	86
2021 Q1	$502K	Hold	5,997	–	–	0.42%	88
2020 Q4	$547K	Buy	+5,997	New	+$497K	0.46%	78