SMA
Sage Mountain Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
3,689
+773
| +27% | +$60.5K | 0.02% | 333 |
|
|
2025
Q1 | $211K | Buy |
+2,916
| New | +$211K | 0.02% | 366 |
|
|
2024
Q3 | – | Sell |
-2,849
| Closed | -$263K | – | 492 |
|
|
2024
Q2 | $263K | Buy |
+2,849
| New | +$263K | 0.02% | 284 |
|
|
2022
Q1 | – | Sell |
-2,819
| Closed | -$365K | – | 643 |
|
|
2021
Q4 | $365K | Buy |
2,819
+158
| +6% | +$20.5K | 0.04% | 392 |
|
|
2021
Q3 | $301K | Hold |
2,661
| – | – | 0.04% | 360 |
|
|
2021
Q2 | $276K | Buy |
2,661
+234
| +10% | +$24.3K | 0.05% | 330 |
|
|
2021
Q1 | $203K | Buy |
2,427
+18
| +0.7% | +$1.51K | 0.04% | 298 |
|
|
2020
Q4 | $220K | Buy |
+2,409
| New | +$220K | 0.07% | 164 |
|