WMP
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Wealth Management Partners’s Edwards Lifesciences EW Stock Holding History

Wealth Management Partners’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,022
Closed -$250K – 115
2023
Q1 		$250K Buy
3,022
+22
+0.7% +$1.73K 0.17% 98
2022
Q4 		$225K Hold
3,000
– – 0.19% 90
2022
Q3 		$263K Hold
3,000
– – 0.23% 75
2022
Q2 		$266K Hold
3,000
– – 0.23% 80
2022
Q1 		$330K Hold
3,000
– – 0.24% 81
2021
Q4 		$392K Sell
3,000
-929
-24% -$108K 0.27% 75
2021
Q3 		$445K Buy
3,929
+138
+4% +$15.8K 0.33% 64
2021
Q2 		$393K Buy
3,791
+225
+6% +$21.2K 0.27% 75
2021
Q1 		$300K Hold
3,566
– – 0.22% 88
2020
Q4 		$309K Buy
+3,566
New +$296K 0.24% 88

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