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Affinity Wealth Management’s Edwards Lifesciences EW Stock Holding History

Affinity Wealth Management’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
2020
Q1 		– Sell
-2,799
Closed -$218K – 68
2019
Q4 		$218K Hold
2,799
– – 0.08% 96
2019
Q3 		$205K Buy
+2,799
New +$197K 0.08% 93

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Capital International Investors
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Affinity Wealth Management's EW Position: Q1 2020 in Review

Affinity Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 2,799 shares — an estimated $218K sold.

Affinity Wealth Management first reported a position in EW in Q3 2019 and held it in 2 quarters. The position peaked at $218K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Affinity Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 2,799 Edwards Lifesciences shares in Q1 2020, an estimated $218K.
  • Affinity Wealth Management first reported a position in Edwards Lifesciences in Q3 2019 and held it in 2 quarters.
  • Affinity Wealth Management's Edwards Lifesciences position peaked at $218K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.