9258 Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $678K | Sell |
10,276
-1,048
| -9% | -$69.2K | 0.1% | 165 |
|
|
2024
Q2 | $1.05M | Buy |
11,324
+521
| +5% | +$48.1K | 0.16% | 114 |
|
|
2024
Q1 | $1.03M | Buy |
10,803
+274
| +3% | +$26.2K | 0.16% | 119 |
|
|
2023
Q4 | $803K | Buy |
10,529
+2,093
| +25% | +$160K | 0.14% | 137 |
|
|
2023
Q3 | $584K | Buy |
8,436
+494
| +6% | +$34.2K | 0.11% | 159 |
|
|
2023
Q2 | $749K | Buy |
7,942
+745
| +10% | +$70.3K | 0.14% | 136 |
|
|
2023
Q1 | $595K | Sell |
7,197
-45
| -0.6% | -$3.72K | 0.12% | 155 |
|
|
2022
Q4 | $540K | Buy |
7,242
+32
| +0.4% | +$2.39K | 0.12% | 165 |
|
|
2022
Q3 | $596K | Buy |
7,210
+109
| +2% | +$9.01K | 0.15% | 143 |
|
|
2022
Q2 | $675K | Buy |
7,101
+350
| +5% | +$33.3K | 0.17% | 141 |
|
|
2022
Q1 | $795K | Buy |
6,751
+473
| +8% | +$55.7K | 0.18% | 136 |
|
|
2021
Q4 | $813K | Buy |
6,278
+1,378
| +28% | +$178K | 0.19% | 133 |
|
|
2021
Q3 | $555K | Buy |
4,900
+100
| +2% | +$11.3K | 0.15% | 155 |
|
|
2021
Q2 | $497K | Hold |
4,800
| – | – | 0.13% | 168 |
|
|
2021
Q1 | $401K | Sell |
4,800
-61
| -1% | -$5.1K | 0.12% | 190 |
|
|
2020
Q4 | $443K | Buy |
4,861
+61
| +1% | +$5.56K | 0.14% | 163 |
|
|
2020
Q3 | $344K | Hold |
4,800
| – | – | 0.13% | 182 |
|
|
2020
Q2 | $332K | Hold |
4,800
| – | – | 0.13% | 182 |
|
|
2020
Q1 | $352K | Sell |
4,800
-111
| -2% | -$8.14K | 0.15% | 163 |
|
|
2019
Q4 | $382K | Buy |
+4,911
| New | +$382K | 0.14% | 184 |
|