Arbor Trust 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
Q4 | – | Sell |
-2,402
| Closed | -$222K | – | 97 |
|
|
2024
Q3 | $222K | Hold |
2,402
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $222K | Buy |
2,402
+2
| +0.1% | +$185 | 0.12% | 88 |
|
|
2024
Q1 | $220K | Buy |
+2,400
| New | +$220K | 0.12% | 91 |
|
|
2023
Q3 | – | Sell |
-2,410
| Closed | -$227K | – | 93 |
|
|
2023
Q2 | $227K | Buy |
+2,410
| New | +$227K | 0.14% | 87 |
|
|
2022
Q3 | – | Sell |
-2,400
| Closed | -$228K | – | 98 |
|
|
2022
Q2 | $228K | Hold |
2,400
| – | – | 0.16% | 91 |
|
|
2022
Q1 | $283K | Sell |
2,400
-150
| -6% | -$17.7K | 0.17% | 85 |
|
|
2021
Q4 | $330K | Hold |
2,550
| – | – | 0.19% | 79 |
|
|
2021
Q3 | $289K | Hold |
2,550
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $264K | Hold |
2,550
| – | – | 0.17% | 83 |
|
|
2021
Q1 | $213K | Hold |
2,550
| – | – | 0.14% | 92 |
|
|
2020
Q4 | $233K | Hold |
2,550
| – | – | 0.17% | 83 |
|
|
2020
Q3 | $204K | Buy |
+2,550
| New | +$204K | 0.18% | 81 |
|