M Holdings Securities’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 Q3	–	Sell	-5,125	Closed	-$473K	–	175
2024 Q2	$473K	Buy	+5,125	New	+$454K	0.06%	172
2023 Q2	–	Sell	-2,439	Closed	-$201K	–	318
2023 Q1	$201K	Buy	+2,439	New	+$192K	0.03%	437
2022 Q3	–	Sell	-2,349	Closed	-$223K	–	440
2022 Q2	$223K	Sell	2,349 -84	-3%	-$8.7K	0.02%	390
2022 Q1	$286K	Buy	+2,433	New	+$273K	0.02%	401
2019 Q2	–	Sell	-9,402	Closed	-$600K	–	218
2019 Q1	$600K	Sell	9,402 -2,397	-20%	-$137K	0.14%	181
2018 Q4	$602K	Sell	11,799 -1,350	-10%	-$68.3K	0.19%	147
2018 Q3	$763K	Buy	13,149 +954	+8%	+$46.7K	0.2%	138
2018 Q2	$592K	Sell	12,195 -711	-6%	-$33.2K	0.16%	169
2018 Q1	$600K	Buy	12,906 +120	+0.9%	+$5.21K	0.18%	159
2017 Q4	$480K	Sell	12,786 -711	-5%	-$26.1K	0.14%	182
2017 Q3	$492K	Sell	13,497 -108	-0.8%	-$4.12K	0.16%	184
2017 Q2	$536K	Buy	13,605 +1,209	+10%	+$44.1K	0.18%	155
2017 Q1	$389K	Buy	12,396 +186	+2%	+$5.82K	0.15%	173
2016 Q4	$381K	Buy	+12,210	New	+$396K	0.13%	166