Tradition Wealth Management’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 Q1	–	Sell	-969	Closed	-$74K	–	637
2023 Q4	$74K	Buy	969 +8	+0.8%	+$557	0.01%	539
2023 Q3	$67K	Sell	961 -298	-24%	-$23.9K	0.01%	537
2023 Q2	$119K	Sell	1,259 -377	-23%	-$32.8K	0.01%	417
2023 Q1	$135K	Buy	1,636 +151	+10%	+$11.9K	0.02%	364
2022 Q4	$111K	Sell	1,485 -5	-0.3%	-$385	0.02%	352
2022 Q3	$123K	Buy	1,490 +395	+36%	+$38K	0.02%	326
2022 Q2	$104K	Buy	1,095 +125	+13%	+$12.9K	0.02%	353
2022 Q1	$114K	Hold	970	–	–	0.01%	380
2021 Q4	$126K	Buy	970 +355	+58%	+$41.4K	0.02%	357
2021 Q3	$70K	Hold	615	–	–	0.01%	428
2021 Q2	$64K	Hold	615	–	–	0.01%	477
2021 Q1	$51K	Hold	615	–	–	0.01%	433
2020 Q4	$56K	Buy	+615	New	+$51K	0.01%	392