Allegheny Financial Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,222
| Closed | -$212K | – | 223 |
|
|
2024
Q1 | $212K | Buy |
+2,222
| New | +$212K | 0.07% | 191 |
|
|
2022
Q3 | – | Sell |
-2,162
| Closed | -$206K | – | 168 |
|
|
2022
Q2 | $206K | Hold |
2,162
| – | – | 0.1% | 150 |
|
|
2022
Q1 | $255K | Buy |
2,162
+8
| +0.4% | +$944 | 0.11% | 131 |
|
|
2021
Q4 | $279K | Hold |
2,154
| – | – | 0.11% | 123 |
|
|
2021
Q3 | $244K | Hold |
2,154
| – | – | 0.11% | 121 |
|
|
2021
Q2 | $223K | Buy |
+2,154
| New | +$223K | 0.1% | 132 |
|