KCM
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Kathmere Capital Management’s Edwards Lifesciences EW Stock Holding History

Kathmere Capital Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,139
Closed -$298K – 176
2022
Q2 		$298K Buy
3,139
+182
+6% +$18.8K 0.05% 124
2022
Q1 		$348K Buy
+2,957
New +$332K 0.06% 112
2021
Q4 		– Sell
-2,989
Closed -$338K – 145
2021
Q3 		$338K Buy
2,989
+109
+4% +$12.4K 0.06% 101
2021
Q2 		$298K Hold
2,880
– – 0.06% 110
2021
Q1 		$241K Hold
2,880
– – 0.05% 121
2020
Q4 		$263K Buy
2,880
+30
+1% +$2.49K 0.06% 102
2020
Q3 		$227K Sell
2,850
-1,992
-41% -$155K 0.06% 101
2020
Q2 		$335K Buy
+4,842
New +$344K 0.1% 75

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