BFG
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Berger Financial Group’s Edwards Lifesciences EW Stock Holding History

Berger Financial Group’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,219
Closed -$297K – 392
2024
Q2 		$297K Sell
3,219
-686
-18% -$60.7K 0.02% 286
2024
Q1 		$373K Sell
3,905
-239
-6% -$20.1K 0.03% 245
2023
Q4 		$316K Sell
4,144
-666
-14% -$46.3K 0.03% 221
2023
Q3 		$333K Sell
4,810
-1,012
-17% -$81.3K 0.04% 194
2023
Q2 		$549K Sell
5,822
-91
-2% -$7.91K 0.06% 149
2023
Q1 		$489K Sell
5,913
-272
-4% -$21.4K 0.06% 154
2022
Q4 		$461K Sell
6,185
-426
-6% -$32.8K 0.06% 159
2022
Q3 		$546K Sell
6,611
-368
-5% -$35.4K 0.08% 132
2022
Q2 		$664K Sell
6,979
-2,156
-24% -$223K 0.1% 115
2022
Q1 		$1.07M Buy
9,135
+378
+4% +$42.4K 0.14% 96
2021
Q4 		$1.13M Buy
+8,757
New +$1.02M 0.15% 94

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