BerganKDV Wealth Management’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.13K	Sell	12 -27	-69%	-$2.35K	﹤0.01%	743
2023 Q1	$3.23K	Hold	39	–	–	﹤0.01%	760
2022 Q4	$2.91K	Sell	39 -3	-7%	-$231	﹤0.01%	757
2022 Q3	$3K	Sell	42 -120	-74%	-$11.5K	﹤0.01%	754
2022 Q2	$15K	Buy	162 +1	+0.6%	+$104	﹤0.01%	523
2022 Q1	$19K	Buy	161 +2	+1%	+$224	﹤0.01%	516
2021 Q4	$21K	Hold	159	–	–	﹤0.01%	538
2021 Q3	$18K	Hold	159	–	–	﹤0.01%	543
2021 Q2	$16K	Hold	159	–	–	﹤0.01%	541
2021 Q1	$13K	Sell	159 -12	-7%	-$1.01K	﹤0.01%	540
2020 Q4	$16K	Buy	171 +120	+235%	+$9.95K	﹤0.01%	504
2020 Q3	$4K	Sell	51 -51	-50%	-$3.98K	﹤0.01%	605
2020 Q2	$7K	Sell	102 -3	-3%	-$213	﹤0.01%	581
2020 Q1	$7K	Buy	105 +12	+13%	+$865	﹤0.01%	529
2019 Q4	$7K	Buy	+93	New	+$7.26K	﹤0.01%	559