Alpha Cubed Investments’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 | – | Sell |
-2,869
| Closed | -$265K | – | 280 |
|
|
2024
Q2 | $265K | Buy |
+2,869
| New | +$265K | 0.01% | 226 |
|
|
2023
Q4 | – | Sell |
-4,874
| Closed | -$338K | – | 287 |
|
|
2023
Q3 | $338K | Sell |
4,874
-775
| -14% | -$53.7K | 0.02% | 172 |
|
|
2023
Q2 | $533K | Sell |
5,649
-2,150
| -28% | -$203K | 0.04% | 140 |
|
|
2023
Q1 | $645K | Buy |
7,799
+262
| +3% | +$21.7K | 0.05% | 131 |
|
|
2022
Q4 | $562K | Buy |
7,537
+2,188
| +41% | +$163K | 0.04% | 155 |
|
|
2022
Q3 | $442K | Sell |
5,349
-42
| -0.8% | -$3.47K | 0.03% | 161 |
|
|
2022
Q2 | $513K | Buy |
5,391
+3,293
| +157% | +$313K | 0.04% | 170 |
|
|
2022
Q1 | $247K | Buy |
+2,098
| New | +$247K | 0.02% | 286 |
|