Alta Wealth Advisors’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 |
-5,094
| Closed | -$487K | – | 124 |
|
|
2024
Q1 | $487K | Buy |
5,094
+67
| +1% | +$6.4K | 0.25% | 79 |
|
|
2023
Q4 | $383K | Buy |
5,027
+26
| +0.5% | +$1.98K | 0.21% | 92 |
|
|
2023
Q3 | $346K | Sell |
5,001
-51
| -1% | -$3.53K | 0.21% | 102 |
|
|
2023
Q2 | $477K | Sell |
5,052
-90
| -2% | -$8.49K | 0.28% | 95 |
|
|
2023
Q1 | $425K | Sell |
5,142
-423
| -8% | -$35K | 0.27% | 100 |
|
|
2022
Q4 | $415K | Buy |
5,565
+160
| +3% | +$11.9K | 0.28% | 104 |
|
|
2022
Q3 | $447K | Sell |
5,405
-300
| -5% | -$24.8K | 0.32% | 97 |
|
|
2022
Q2 | $547K | Buy |
5,705
+30
| +0.5% | +$2.88K | 0.38% | 78 |
|
|
2022
Q1 | $668K | Sell |
5,675
-322
| -5% | -$37.9K | 0.4% | 75 |
|
|
2021
Q4 | $777K | Hold |
5,997
| – | – | 0.48% | 67 |
|
|
2021
Q3 | $679K | Hold |
5,997
| – | – | 0.49% | 71 |
|
|
2021
Q2 | $621K | Hold |
5,997
| – | – | 0.46% | 86 |
|
|
2021
Q1 | $502K | Hold |
5,997
| – | – | 0.42% | 88 |
|
|
2020
Q4 | $547K | Buy |
+5,997
| New | +$547K | 0.46% | 78 |
|