Cedar Brook Financial Partners’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 Q1	–	Sell	-3,064	Closed	-$230K	–	440
2023 Q4	$230K	Sell	3,064 -4,245	-58%	-$295K	0.05%	353
2023 Q3	$506K	Buy	7,309 +16	+0.2%	+$1.29K	0.13%	170
2023 Q2	$688K	Buy	7,293 +1,022	+16%	+$88.8K	0.16%	137
2023 Q1	$519K	Sell	6,271 -20	-0.3%	-$1.57K	0.13%	176
2022 Q4	$469K	Sell	6,291 -26	-0.4%	-$2K	0.13%	185
2022 Q3	$522K	Sell	6,317 -65	-1%	-$6.25K	0.17%	158
2022 Q2	$607K	Buy	6,382 +593	+10%	+$61.4K	0.19%	136
2022 Q1	$681K	Buy	5,789 +6	+0.1%	+$673	0.18%	143
2021 Q4	$749K	Buy	5,783 +15	+0.3%	+$1.75K	0.19%	128
2021 Q3	$653K	Sell	5,768 -15	-0.3%	-$1.71K	0.2%	128
2021 Q2	$599K	Sell	5,783 -58	-1%	-$5.47K	0.17%	148
2021 Q1	$489K	Sell	5,841 -837	-13%	-$70.8K	0.17%	147
2020 Q4	$609K	Sell	6,678 -1,026	-13%	-$85.1K	0.22%	116
2020 Q3	$615K	Buy	7,704 +40	+0.5%	+$3.12K	0.24%	118
2020 Q2	$530K	Buy	7,664 +77	+1%	+$5.47K	0.24%	122
2020 Q1	$477K	Buy	7,587 +171	+2%	+$12.3K	0.26%	112
2019 Q4	$577K	Buy	7,416 +87	+1%	+$6.79K	0.25%	118
2019 Q3	$537K	Buy	7,329 +156	+2%	+$11K	0.24%	135
2019 Q2	$442K	Buy	7,173 +57	+0.8%	+$3.45K	0.2%	159
2019 Q1	$454K	Buy	7,116 +2,142	+43%	+$122K	0.22%	146
2018 Q4	$254K	Buy	+4,974	New	+$252K	0.15%	186