Martel Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+2,676
| New | +$209K | 0.04% | 68 |
|
|
2024
Q3 | – | Sell |
-2,400
| Closed | -$222K | – | 54 |
|
|
2024
Q2 | $222K | Hold |
2,400
| – | – | 0.05% | 50 |
|
|
2024
Q1 | $229K | Buy |
+2,400
| New | +$229K | 0.05% | 50 |
|
|
2023
Q3 | – | Sell |
-2,400
| Closed | -$226K | – | 51 |
|
|
2023
Q2 | $226K | Buy |
+2,400
| New | +$226K | 0.05% | 51 |
|