Independent Solutions Wealth Management’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 Q3	–	Sell	-2,556	Closed	-$236K	–	171
2024 Q2	$236K	Buy	2,556 +136	+6%	+$12K	0.05%	156
2024 Q1	$231K	Sell	2,420 -600	-20%	-$50.4K	0.05%	162
2023 Q4	$230K	Hold	3,020	–	–	0.06%	156
2023 Q3	$209K	Hold	3,020	–	–	0.06%	189
2023 Q2	$285K	Hold	3,020	–	–	0.08%	177
2023 Q1	$250K	Sell	3,020 -154	-5%	-$12.1K	0.07%	186
2022 Q4	$237K	Hold	3,174	–	–	0.07%	192
2022 Q3	$262K	Hold	3,174	–	–	0.09%	179
2022 Q2	$302K	Sell	3,174 -1,327	-29%	-$137K	0.09%	162
2022 Q1	$530K	Sell	4,501 -63	-1%	-$7.07K	0.14%	132
2021 Q4	$591K	Sell	4,564 -18	-0.4%	-$2.1K	0.14%	125
2021 Q3	$519K	Hold	4,582	–	–	0.13%	131
2021 Q2	$475K	Sell	4,582 -300	-6%	-$28.3K	0.12%	136
2021 Q1	$408K	Sell	4,882 -53	-1%	-$4.48K	0.11%	128
2020 Q4	$450K	Sell	4,935 -90	-2%	-$7.46K	0.14%	115
2020 Q3	$401K	Buy	5,025 +168	+3%	+$13.1K	0.15%	110
2020 Q2	$336K	Sell	4,857 -69	-1%	-$4.9K	0.14%	114
2020 Q1	$310K	Sell	4,926 -21	-0.4%	-$1.51K	0.17%	98
2019 Q4	$385K	Buy	+4,947	New	+$386K	0.17%	109