Invera 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
2024 Q2	–	Sell	-31,078	Closed	-$2.69M	–	60
2024 Q1	$2.69M	Buy	31,078 +12,809	+70%	+$1.11M	2.28%	17
2023 Q4	$1.39M	Buy	+18,269	New	+$1.39M	0.87%	37