IMA Advisory Services’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	$235	Buy	+3	New	+$235	﹤0.01%	463
2023 Q4	–	Sell	-42	Closed	-$2.91K	–	125
2023 Q3	$2.91K	Hold	42	–	–	﹤0.01%	264
2023 Q2	$3.96K	Hold	42	–	–	﹤0.01%	268
2023 Q1	$3.48K	Hold	42	–	–	﹤0.01%	271
2022 Q4	$3.13K	Hold	42	–	–	﹤0.01%	299
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	289
2022 Q2	$4K	Hold	42	–	–	﹤0.01%	287
2022 Q1	$5K	Hold	42	–	–	﹤0.01%	267
2021 Q4	$5K	Hold	42	–	–	﹤0.01%	278
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	257
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	259
2021 Q1	$4K	Hold	42	–	–	﹤0.01%	266
2020 Q4	$4K	Sell	42 -15	-26%	-$1.43K	﹤0.01%	258
2020 Q3	$5K	Buy	57 +15	+36%	+$1.32K	﹤0.01%	231
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	235
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	237
2019 Q4	$3K	Sell	42 -81	-66%	-$5.79K	﹤0.01%	265
2019 Q3	$9K	Hold	123	–	–	﹤0.01%	213
2019 Q2	$8K	Buy	123 +81	+193%	+$5.27K	﹤0.01%	208
2019 Q1	$3K	Sell	42 -150	-78%	-$10.7K	﹤0.01%	254
2018 Q4	$10K	Hold	192	–	–	﹤0.01%	221
2018 Q3	$11K	Sell	192 -75	-28%	-$4.3K	﹤0.01%	218
2018 Q2	$13K	Buy	+267	New	+$13K	0.01%	246