Schechter Investment Advisors’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	-2,871	Closed	-$265K	–	685
2024 Q2	$265K	Hold	2,871	–	–	0.02%	497
2024 Q1	$274K	Sell	2,871 -87	-3%	-$7.31K	0.02%	513
2023 Q4	$226K	Sell	2,958 -195	-6%	-$13.6K	0.02%	534
2023 Q3	$218K	Sell	3,153 -1,011	-24%	-$81.2K	0.02%	524
2023 Q2	$393K	Sell	4,164 -91	-2%	-$7.91K	0.04%	432
2023 Q1	$352K	Buy	4,255 +198	+5%	+$15.6K	0.03%	489
2022 Q4	$303K	Sell	4,057 -1,407	-26%	-$108K	0.03%	630
2022 Q3	$451K	Buy	5,464 +53	+1%	+$5.1K	0.04%	546
2022 Q2	$515K	Buy	5,411 +601	+12%	+$62.2K	0.05%	517
2022 Q1	$566K	Sell	4,810 -231	-5%	-$25.9K	0.05%	494
2021 Q4	$653K	Buy	+5,041	New	+$588K	0.06%	434