Kelly Financial Services’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 Q2	–	Sell	-137	Closed	-$13.1K	–	811
2024 Q1	$13.1K	Buy	137 +125	+1,042%	+$10.5K	0.01%	384
2023 Q4	$915	Hold	12	–	–	﹤0.01%	658
2023 Q3	$831	Hold	12	–	–	﹤0.01%	645
2023 Q2	$1.13K	Hold	12	–	–	﹤0.01%	593
2023 Q1	$993	Sell	12 -12	-50%	-$943	﹤0.01%	591
2022 Q4	$1.79K	Hold	24	–	–	﹤0.01%	517
2022 Q3	$1.98K	Hold	24	–	–	﹤0.01%	508
2022 Q2	$2.28K	Hold	24	–	–	﹤0.01%	485
2022 Q1	$2.83K	Hold	24	–	–	﹤0.01%	493
2021 Q4	$3.11K	Sell	24 -23	-49%	-$2.68K	﹤0.01%	491
2021 Q3	$5.32K	Sell	47 -4,821	-99%	-$550K	﹤0.01%	408
2021 Q2	$47K	Buy	4,868 +4,821	+10,257%	+$454K	﹤0.01%	466
2021 Q1	$3.93K	Buy	47 +14	+42%	+$1.18K	﹤0.01%	436
2020 Q4	$3.01K	Hold	33	–	–	﹤0.01%	426
2020 Q3	$2.63K	Hold	33	–	–	﹤0.01%	407
2020 Q2	$2.28K	Hold	33	–	–	﹤0.01%	416
2020 Q1	$2.08K	Buy	+33	New	+$2.38K	﹤0.01%	386