Lee Financial’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	-$1.25K	–	877
2023 Q3	$1.25K	Hold	18	–	–	﹤0.01%	758
2023 Q2	$1.7K	Buy	+18	New	+$1.7K	﹤0.01%	684
2022 Q4	–	Sell	-7	Closed	-$1K	–	949
2022 Q3	$1K	Sell	7 -271	-97%	-$38.7K	﹤0.01%	754
2022 Q2	$26K	Sell	278 -13	-4%	-$1.22K	﹤0.01%	303
2022 Q1	$34K	Buy	291 +22	+8%	+$2.57K	0.01%	275
2021 Q4	$35K	Buy	269 +5	+2%	+$651	0.01%	292
2021 Q3	$30K	Hold	264	–	–	0.01%	277
2021 Q2	$27K	Hold	264	–	–	0.01%	284
2021 Q1	$22K	Hold	264	–	–	0.01%	295
2020 Q4	$24K	Hold	264	–	–	0.01%	266
2020 Q3	$21K	Hold	264	–	–	0.01%	303
2020 Q2	$18K	Hold	264	–	–	0.01%	287
2020 Q1	$17K	Hold	264	–	–	0.01%	240
2019 Q4	$21K	Hold	264	–	–	﹤0.01%	251
2019 Q3	$19K	Hold	264	–	–	﹤0.01%	255
2019 Q2	$16K	Hold	264	–	–	﹤0.01%	285
2019 Q1	$17K	Hold	264	–	–	﹤0.01%	267
2018 Q4	$13K	Hold	264	–	–	﹤0.01%	253
2018 Q3	$15K	Hold	264	–	–	﹤0.01%	277
2018 Q2	$13K	Hold	264	–	–	﹤0.01%	429
2018 Q1	$12K	Hold	264	–	–	﹤0.01%	437
2017 Q4	$10K	Hold	264	–	–	﹤0.01%	322
2017 Q3	$10K	Hold	264	–	–	﹤0.01%	329
2017 Q2	$10K	Hold	264	–	–	﹤0.01%	316
2017 Q1	$8K	Hold	264	–	–	﹤0.01%	306
2016 Q4	$8K	Buy	+264	New	+$8K	﹤0.01%	320