9258 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
Q3 | $678K | Sell |
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|
2024
Q2 | $1.05M | Buy |
|
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $803K | Buy |
|
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|
2023
Q3 | $584K | Buy |
|
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|
2023
Q2 | $749K | Buy |
|
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|
2023
Q1 | $595K | Sell |
|
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|
2022
Q4 | $540K | Buy |
|
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|
2022
Q3 | $596K | Buy |
|
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|
2022
Q2 | $675K | Buy |
|
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|
2022
Q1 | $795K | Buy |
|
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $497K | Hold |
|
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $332K | Hold |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $382K | Buy |
|