JWM
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JFG Wealth Management’s Edwards Lifesciences EW Stock Holding History

JFG Wealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,580
Closed -$332K – 70
2025
Q1 		$332K Buy
4,580
+596
+15% +$43.2K 0.08% 63
2024
Q4 		$295K Buy
+3,984
New +$295K 0.07% 81