Martel Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Martel Wealth Advisors’s Portfolio EW Stock Details EW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$209K	Buy
2024 Q3	–	Sell
2024 Q2	$222K	Hold
2024 Q1	$229K	Buy
2023 Q3	–	Sell
2023 Q2	$226K	Buy