Wealth Management Associates’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,438	Closed	-$230K	–	192
2023 Q2	$230K	Sell	2,438 -141	-5%	-$12.3K	0.13%	165
2023 Q1	$213K	Buy	+2,579	New	+$203K	0.13%	175
2022 Q4	–	Sell	-3,954	Closed	-$327K	–	190
2022 Q3	$327K	Buy	3,954 +809	+26%	+$77.8K	0.23%	118
2022 Q2	$299K	Buy	3,145 +368	+13%	+$38.1K	0.2%	128
2022 Q1	$327K	Hold	2,777	–	–	0.19%	138
2021 Q4	$360K	Sell	2,777 -670	-19%	-$78.2K	0.19%	132
2021 Q3	$390K	Hold	3,447	–	–	0.23%	115
2021 Q2	$357K	Hold	3,447	–	–	0.2%	129
2021 Q1	$288K	Buy	3,447 +474	+16%	+$40.1K	0.18%	133
2020 Q4	$271K	Hold	2,973	–	–	0.18%	135
2020 Q3	$237K	Hold	2,973	–	–	0.18%	134
2020 Q2	$205K	Buy	+2,973	New	+$211K	0.17%	141
2020 Q1	–	Sell	-2,973	Closed	-$231K	–	129
2019 Q4	$231K	Hold	2,973	–	–	0.17%	133
2019 Q3	$218K	Buy	+2,973	New	+$209K	0.18%	132