DWA
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Delap Wealth Advisory’s Edwards Lifesciences EW Stock Holding History

Delap Wealth Advisory’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,196
Closed -$305K – 181
2024
Q1 		$305K Buy
+3,196
New +$305K 0.12% 150