FRG Family Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-13,344	Closed	-$1.38M	–	137
2021 Q2	$1.38M	Hold	13,344	–	–	0.26%	61
2021 Q1	$1.12M	Hold	13,344	–	–	0.23%	69
2020 Q4	$1.22M	Hold	13,344	–	–	0.27%	60
2020 Q3	$1.07M	Hold	13,344	–	–	0.26%	64
2020 Q2	$922K	Hold	13,344	–	–	0.24%	70
2020 Q1	$839K	Hold	13,344	–	–	0.25%	70
2019 Q4	$1.04M	Hold	13,344	–	–	0.25%	73
2019 Q3	$978K	Hold	13,344	–	–	0.25%	76
2019 Q2	$822K	Hold	13,344	–	–	0.22%	83
2019 Q1	$851K	Hold	13,344	–	–	0.24%	81
2018 Q4	$681K	Sell	13,344 -750	-5%	-$38.3K	0.22%	86
2018 Q3	$818K	Hold	14,094	–	–	0.22%	90
2018 Q2	$684K	Hold	14,094	–	–	0.2%	93
2018 Q1	$655K	Hold	14,094	–	–	0.22%	95
2017 Q4	$530K	Hold	14,094	–	–	0.17%	100
2017 Q3	$514K	Buy	14,094 +750	+6%	+$27.4K	0.18%	101
2017 Q2	$526K	Hold	13,344	–	–	0.19%	99
2017 Q1	$417K	Hold	13,344	–	–	0.16%	103
2016 Q4	$417K	Hold	13,344	–	–	0.17%	102
2016 Q3	$536K	Hold	13,344	–	–	0.24%	92
2016 Q2	$444K	Hold	13,344	–	–	0.2%	96
2016 Q1	$395K	Hold	13,344	–	–	0.19%	96
2015 Q4	$351K	Buy	+13,344	New	+$351K	0.17%	100