Fortis Advisors’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Sell	3,500 -500	-13%	-$39.1K	0.18%	91
2025 Q1	$290K	Hold	4,000	–	–	0.19%	84
2024 Q4	$296K	Hold	4,000	–	–	0.19%	86
2024 Q3	$264K	Hold	4,000	–	–	0.17%	92
2024 Q2	$369K	Hold	4,000	–	–	0.26%	65
2024 Q1	$382K	Hold	4,000	–	–	0.26%	65
2023 Q4	$305K	Hold	4,000	–	–	0.22%	72
2023 Q3	$277K	Hold	4,000	–	–	0.21%	76
2023 Q2	$377K	Sell	4,000 -500	-11%	-$47.2K	0.27%	57
2023 Q1	$372K	Hold	4,500	–	–	0.24%	59
2022 Q4	$336K	Hold	4,500	–	–	0.26%	65
2022 Q3	$372K	Hold	4,500	–	–	0.27%	54
2022 Q2	$428K	Hold	4,500	–	–	0.28%	48
2022 Q1	$530K	Hold	4,500	–	–	0.29%	49
2021 Q4	$583K	Hold	4,500	–	–	0.34%	45
2021 Q3	$509K	Hold	4,500	–	–	0.31%	49
2021 Q2	$466K	Hold	4,500	–	–	0.27%	56
2021 Q1	$376K	Hold	4,500	–	–	0.27%	56
2020 Q4	$411K	Hold	4,500	–	–	0.36%	41
2020 Q3	$359K	Hold	4,500	–	–	0.34%	36
2020 Q2	$311K	Sell	4,500 -2,229	-33%	-$154K	0.31%	44
2020 Q1	$423K	Buy	6,729 +2,229	+50%	+$140K	0.28%	39
2019 Q4	$350K	Hold	4,500	–	–	0.21%	64
2019 Q3	$330K	Hold	4,500	–	–	0.16%	62
2019 Q2	$277K	Hold	4,500	–	–	0.13%	78
2019 Q1	$287K	Hold	4,500	–	–	0.15%	67
2018 Q4	$230K	Hold	4,500	–	–	0.14%	66
2018 Q3	$261K	Hold	4,500	–	–	0.15%	63
2018 Q2	$218K	Hold	4,500	–	–	0.13%	72
2018 Q1	$209K	Hold	4,500	–	–	0.12%	64
2017 Q4	$169K	Hold	4,500	–	–	0.1%	79
2017 Q3	$164K	Buy	+4,500	New	+$164K	0.11%	69