Jeppson 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	-2,183	Closed	-$202K	–	208
2024 Q2	$202K	Sell	2,183 -10	-0.5%	-$886	0.08%	193
2024 Q1	$210K	Buy	+2,193	New	+$184K	0.08%	192
2023 Q3	–	Sell	-2,313	Closed	-$218K	–	189
2023 Q2	$218K	Buy	+2,313	New	+$201K	0.09%	176
2022 Q3	–	Sell	-2,442	Closed	-$232K	–	198
2022 Q2	$232K	Buy	2,442 +100	+4%	+$10.4K	0.1%	161
2022 Q1	$275K	Buy	2,342 +46	+2%	+$5.16K	0.13%	135
2021 Q4	$297K	Sell	2,296 -75	-3%	-$8.75K	0.14%	124
2021 Q3	$268K	Hold	2,371	–	–	0.14%	124
2021 Q2	$245K	Buy	+2,371	New	+$223K	0.13%	131
2021 Q1	–	Sell	-2,421	Closed	-$221K	–	140
2020 Q4	$221K	Buy	2,421 +50	+2%	+$4.15K	0.15%	123
2020 Q3	$189K	Buy	+2,371	New	+$185K	0.15%	116