Lenox 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
2020 Q2	$33K	Sell	480 -774	-62%	-$55K	0.01%	303
2020 Q1	$78K	Buy	1,254 +54	+5%	+$3.89K	0.03%	207
2019 Q4	$93K	Sell	1,200 -381	-24%	-$29.8K	0.03%	227
2019 Q3	$115K	Sell	1,581 -93	-6%	-$6.53K	0.03%	191
2019 Q2	$103K	Sell	1,674 -549	-25%	-$33.2K	0.03%	188
2019 Q1	$142K	Buy	2,223 +93	+4%	+$5.31K	0.04%	146
2018 Q4	$109K	Sell	2,130 -57	-3%	-$2.88K	0.04%	149
2018 Q3	$127K	Sell	2,187 -3	-0.1%	-$147	0.04%	170
2018 Q2	$106K	Buy	2,190 +96	+5%	+$4.48K	0.03%	170
2018 Q1	$97K	Buy	2,094 +759	+57%	+$33K	0.03%	172
2017 Q4	$50K	Buy	1,335 +246	+23%	+$9.03K	0.02%	207
2017 Q3	$39K	Buy	1,089 +195	+22%	+$7.44K	0.01%	252
2017 Q2	$35K	Buy	+894	New	+$32.6K	0.01%	235