Stiles Financial Services’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 Q4	–	Sell	-3,070	Closed	-$203K	–	186
2024 Q3	$203K	Sell	3,070 -1,500	-33%	-$109K	0.07%	182
2024 Q2	$422K	Sell	4,570 -165	-3%	-$14.6K	0.16%	113
2024 Q1	$452K	Sell	4,735 -55	-1%	-$4.62K	0.18%	112
2023 Q4	$365K	Sell	4,790 -2,050	-30%	-$143K	0.17%	121
2023 Q3	$474K	Buy	6,840 +50	+0.7%	+$4.02K	0.25%	101
2023 Q2	$641K	Buy	6,790 +150	+2%	+$13K	0.32%	87
2023 Q1	$549K	Buy	6,640 +350	+6%	+$27.5K	0.3%	94
2022 Q4	$469K	Sell	6,290 -75	-1%	-$5.78K	0.27%	100
2022 Q3	$526K	Buy	6,365 +525	+9%	+$50.5K	0.32%	86
2022 Q2	$555K	Sell	5,840 -85	-1%	-$8.8K	0.33%	84
2022 Q1	$697K	Buy	5,925 +190	+3%	+$21.3K	0.35%	80
2021 Q4	$743K	Buy	+5,735	New	+$669K	0.36%	83