Arbor Trust Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$177 0.12% 88
2024
Q1
$220K Buy
+2,400
New +$202K 0.12% 91
2023
Q3
Sell
-2,410
Closed -$227K 93
2023
Q2
$227K Buy
+2,410
New +$209K 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% -$16.8K 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 +$199K 0.18% 81

Other funds holding EW